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Part 2: Use the Forecast – People Assigner Grid to Swap Users
1. In a new browser tab, navigate to Forecast > People Assigner.
2. On the Let’s start assigning screen, select Assignment Grid and press
Continue.
3. On the Assignment Setup screen, select “Project Periodic Assignment”
and press Continue.
4. Delete the “All Owning Orgs” option in the Owning Org field and select
“GS-SE – Systems Engineering”.
5. Delete the “All Org Codes” option in the Org Code field and select
“TRILOBITE- Trilobite Analysts”.
6. Scroll down and press Apply.
7. Select the projects from Part 1 to which Buzz McNab is assigned, and
press Continue.
8. On the Assignment Timeframe screen, select Project Dates and change
the Assigning Periods to “Calendar Semi-Months”.
9. Press Continue.
10. From the Assignment Setup screen, select Display Options, and
confirm that the option “Project/Task Dates” is enabled and Budget By is
set to “Hours”.
11. In the assignment grid, hover over the row of the first project containing
Buzz McNab until the three-dot menu appears, then select “Swap
Person”.
12. Use the People List Filters to select the user “Mary Lightly” and press
Apply.
13. Repeat steps 11-12 swap the original resource for the named user on all
projects in the grid.
14. At the bottom of the grid, press Save Assignment.

Activity 3.5 – Shifting Assignments to Future Periods
Woody Strode is taking FMLA leave, and his current project
assignments will need to move forward by three periods. Gus Lead
(glead/welcome) will need to identify Woody’s assignments and shift
them to the right in the People Assigner grid.

Activity Steps

Part 1: Generate a Report to Identify Assignments
1. Navigate to Reports > Dashboard > Project Reports (Time & Expense
Only) > Periodic Reports.
2. Select Performance.

LESSON 3: EVALUATING PROJECT PERFORMANCE
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