Page 38 - Participant Guide - Unanet GovCon Managing Project Resources

does not mean that user is actually available to perform the work. As such, the People
Resource Allocation Report can be used to help identify which user has both the skills
needed and availability based on plans or assignments on other projects.

Be aware that overlapping assignments are not allowed. If trying to swap a
user’s hours and the receiving user does not show as an option, the receiving
user already has an existing plan for that period of time.

Shift Left/Right

Once plans and assignments have been created, they can be moved to different time
periods. This is called ‘Shifting Left/Right’. It is the functionality to move the contents of
a row of cells X number of cells to the right or left. This is only available when using a
grid view of the plan/assignment.

When the populated cell moves to a new period all values in the cell, as well as any
override values associated with the cell will be moved. This feature may be helpful, for
example, if you need to delay a project for one or several months and would like to shift
existing entries without having to re-key them in.

The controls involved in this functionality include the leading check box on each row, the
Shift Left and Shift Right buttons, as well as the Number of Periods entry field. Note
that you can check the check box at the very top of the grid which acts as a toggle to
check / uncheck all available check boxes in the grid.

Click Shift Left or Shift Right depending on the direction you would like to move the
plans. Note that you cannot shift plans outside of the time periods displayed in the
planning grid.

Revise Future Assignments

When reforecasting a project, you may decide to simply adjust hours and/or labor
categories to ensure you can complete the project. The key takeaway for adjusting
hours/labor categories is to only adjust the future periods as there is little need to
update past assignments. This is because reports offer the criteria to show hours
through a specific date and then remaining assignments. Actuals will always replace
prior assignments.

Lesson 5: Monitor & Control Phase
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