End a Workforce Assignment

Objective

Background

Workforce assignments allow you to manage your workforce by assigning resources to projects. You can end a workforce assignment at any time.

Things to Consider

Required User Permissions:
- To create a workforce assignment, 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
  OR
  'Read Only' level permissions or higher on the Workforce Planning tool with the 'Create/Edit/Delete Assignments' granular permission within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
- To send assignment alerts to assignees when editing assignments, 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
  OR
  'Read Only' level permissions or higher on the Workforce Planning tool with the 'Create/Edit/Delete Alerts' granular permission in the Settings page of the Workforce Planning tool. See What is an assignment alert in Workforce Planning?

Prerequisites

Create a Workforce Assignment
If sending assignment alerts:
- Configure Default Assignment Alerts
  OR
- Create Custom Assignment Alerts for Projects.

Steps

You can end workforce assignments from three (3) places in Workforce Planning:

Assignments List
Assignments Boards
Assignments Gantt

End a Workforce Assignment from the Assignments List

Navigate to the Company level Workforce Planning tool.
Click Assignments and select Assignments List.
Locate the desired assignment and click the gear icon.
Enter the new End Date.
Choose an option to save the assignment:
- Click Save.
- Select the caret icon and select Save and Alert to save the assignment and send an assignment alert to the assignee. See, What is an assignment alert in Workforce Planning?
  - Optional: Update the 'Subject'.
  - Optional: Update the 'Alert Content'
  - Select when to send the alert:
    - Send Now. Select this to send the alert immediately, then click Send.
      Note: This will send the alert immediately based on the default or project assignment alert settings.
    - Schedule. Move the toggle to the ON position to schedule the alert to be sent in the future.
      Note: You can edit or send the scheduled alert at a later time. See Manage Scheduled Assignment Alerts.
      1. Select the Date and Time to send the alert.
      2. Click Save.
    - Save Draft. Select this to save the alert as a draft. Then click Save.
      Note: You can edit or send the draft at a later time. See Manage Draft Assignment Alerts.

End a Workforce Assignment from Assignments Boards

Navigate to the Company level Workforce Planning tool.
Click Assignments and select Boards.
Locate the assignment you want to edit.
Drag and drop the assignment from the project to the 'resource bench'. See What is the 'resource bench' in Workforce Planning?
Note: The assignment end date updates to the present date.
OR
Locate the assignment you want to end and hover over the assignment. Next, click the Gantt icon.
1. Click Edit Total Assignment.
2. Enter the new End Date.
Choose an option to save the assignment:
- Click Save.
- Select the caret icon and select Save and Alert to save the assignment and send an assignment alert to the assignee. See, What is an assignment alert in Workforce Planning?
  - Optional: Update the 'Subject'.
  - Optional: Update the 'Alert Content'
  - Select when to send the alert:
    - Send Now. Select this to send the alert immediately, then click Send.
      Note: This will send the alert immediately based on the default or project assignment alert settings.
    - Schedule. Move the toggle to the ON position to schedule the alert to be sent in the future.
      Note: You can edit or send the scheduled alert at a later time. See Manage Scheduled Assignment Alerts.
      1. Select the Date and Time to send the alert.
      2. Click Save.
    - Save Draft. Select this to save the alert as a draft. Then click Save.
      Note: You can edit or send the draft at a later time. See Manage Draft Assignment Alerts.

End a Workforce Assignment from the Assignments Gantt

Navigate to the Company level Workforce Planning tool.
Click Assignments and select Gantt.
Select the Project Assignment Bar beside the person whose assignment you wish to change.
Click the colored bar of the day(s) you want to edit.
Select Edit Total Assignment to edit the entire assignment.
Enter the new End Date.
Choose an option to save the assignment:
- Click Save.
- Select the caret icon and select Save and Alert to save the assignment and send an assignment alert to the assignee. See, What is an assignment alert in Workforce Planning?
  - Optional: Update the 'Subject'.
  - Optional: Update the 'Alert Content'
  - Select when to send the alert:
    - Send Now. Select this to send the alert immediately, then click Send.
      Note: This will send the alert immediately based on the default or project assignment alert settings.
    - Schedule. Move the toggle to the ON position to schedule the alert to be sent in the future.
      Note: You can edit or send the scheduled alert at a later time. See Manage Scheduled Assignment Alerts.
      1. Select the Date and Time to send the alert.
      2. Click Save.
    - Save Draft. Select this to save the alert as a draft. Then click Save.
      Note: You can edit or send the draft at a later time. See Manage Draft Assignment Alerts.