You can move tasks for a resource that is working on two tasks at the same time.Ģ. Moving a task vertically to resolve an overallocation. On the View tab, in the Resource Views group, choose Team Planner.ġ. Using Team Planner, rescheduling a task is as simple as dragging it somewhere else. Team Planner will handle all of these problems, and much more.
Or maybe you discover that no one is working on an important task. Someone might be assigned too much work, or perhaps you want to reassign work to a different person. There are different reasons why you might want to move a task. Top of Page Move a task to a different time in the schedule For example, portions of the bar that are darker blue indicate actual work. Tip: The color of the task gives you useful information about its scheduling state. To keep the task unscheduled but assigned to a person, drag it vertically to a person's name in the upper-left section. It can be assigned by dragging it to a person's schedule in the right section. This task has not been assigned to anyone. If only the start date is set, it will remain an unscheduled task.Ĥ.
Similarly, if it has a start date and end date set (but no duration), it will also become a scheduled task. For example, if the duration and start date is set (but no finish date), the finish date will be automatically set and it will become a scheduled task. For a task to be scheduled (and thus move to the right side of the view), it has to have at least two of the schedule settings set. This task is assigned to a specific person, but it doesn't have enough scheduling information to become a scheduled task. Either of these tasks can be moved to a different time in the schedule (or to a different person) to resolve the overallocation.ģ. The resulting overallocation is indicated by red lines. Both are scheduled at the same time to the same person. The top task is automatically scheduled and partially completed (indicated by the color change on the bar). This task is a completed task with 100 percent actual work. Tip: If you use agile project management as your organization's project scheduling methodology, use the unassigned tasks as your "backlog" of tasks that are waiting to be assigned to resources in future sprints.ġ.
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