Page 37 - GC_Proj_Plan_Participant_GuideSDL

7. On the Timeframe screen, specify the period of performance as “6
Calendar Semi-Months from 06/01/2022” and press Continue.
8. Select Display Options and change the Budget By setting to “Utilization”.
9. Hover over the project(s) that should be excluded based on the report
results noted in Part 1.
10. Select the three-dot-menu then select “Remove Project”.
11. Hover over the header row of the grid until the three-dot menu appears
and select “Edit Attributes for Entire Grid”.
12. In the popup window, enter “0.5” in the Utilization field.
13. Press Save.
14. At the bottom of the grid, press Save Assignment.

Activity 3.4 – Swap Users on a Project Assignment

Buzz McNab will be leaving the team to take on a special project next
quarter. Mary Lightly will assume all of Buzz’s hours through the
completion of his assigned projects. Gus Lead (glead/welcome) will
need to identify the affected projects and swap Mary into all of Buzz’s
future assignments.

Activity Steps

Part 1: Generate a Report to Identify Affected Assignments
1. Navigate to Reports > Dashboard > Project Reports (Time & Expense
Only) > Detail Reports.
2. Select Schedule Details.
3. Select the report criteria as shown below:

Report On: All Projects I can see

Person: McNab, Buzz

Performance Period:  From: 6/1/2022 to 12/31/2022

Schedule Type:  Report on Assignments

4. Press Run Report.
5. Note the projects to which Buzz has been assigned and their Begin and
End Dates.

PROJECT BEGIN DATE END DATE

LESSON 3: EVALUATING PROJECT PERFORMANCE
©2022 Unanet. All rights reserved. 37