Transfer remaining work

It is possible to transfer load from one resource to another, for example from a generic "project manager" resource to a named resource, from a project or the capacity plan .

The load can be present in one or more phases of one or more projects. It is possible to transfer the load from one resource to several resources.

🚦

Rights required :

Assigning a generic resource or Update remaining work smoothing date
Access to resource scheduling screen, Consult project resources and Enter the remaining work of a resource
Access the capacity plan and Modify the capacity plan

Via a project
Via the capacity plan
Load transfer: explanatory table
progressive scheduling
manual scheduling

Explanatory diagram: reassigning remaining work, impact on existing data

Via a project

Access a project.
Go to screen schedule le remaining work or Summary.
Choose a resource that has remaining work on the project or on a phase.
Click on the contextual menu of this resource, then on Reassign remaining work.

Select one or more resources from the list. Only resources with availability are displayed here.

Click on Register.

✅

The "source" resource will no longer have any remaining work. Selected resources will recover this load. See

Transferring the remaining work - Load transfer: explanatory table

💡

Tip: it is possible to reset the global remaining work for a resource on a project. All its scheduling on its phase will then be deleted. To do this, click on the contextual menu of a resource on a project, then on Reset remaining work global. The remaining work of the resource will then drop to 0.

Via the capacity plan

Click on the main > menu Resource management > Capacity Plan.
Modify capacity plan display criteria (resources, projects, period, assignments with or without remaining work and completed).
Click on View.
Unfold resources, projects and phases as required.
Click on the contextual menu of a resource or phase.
Click on Reassign remaining work.
Select one or more resources from the list. Only resources with availability are displayed here.

Click on Register.

✅

The "source" resource will no longer have any remaining work. Selected resources will recover this load. See

Transferring the remaining work - Load transfer: explanatory table

Load transfer: explanatory table

Here's how the transfer is operated according to the different representations:

progressive scheduling

Resource A (source)	Resource Btarget)	Resource B after transfer
remaining work global		Identical transfer
remaining work global	remaining work global	Sum of remaining work resource A and B
remaining work global	completed or remaining work detailed manual	Allocation to other days
remaining work detailed manual		Identical transfer
remaining work detailed manual	remaining work detailed manual	Sum of remaining work manual resource A and B
remaining work detailed manual	smooth detailed remaining work	Manual detailed remaining work replaces smoothed detailed remaining work work
remaining work detailed manual	completed	You can't have both remaining work and completed work on the same day, so everything is transferred to detailed smooth remaining work

manual scheduling

Resource A (source)	Resource Btarget)	Resource B after transfer
remaining work global		remaining work global
remaining work global	remaining work global	Sum of remaining work resource A and B
remaining work detailed remaining work		remaining work detailed remaining work
remaining work detailed remaining work	remaining work detailed remaining work	Sum of detailed remaining work
remaining work detailed remaining work	completed	No detailed remaining work on days with completed

If you reallocate global or automatically smoothed remaining work work :

then it is added to the global or smoothed remaining work already present
days containing completed or manually-detailed remaining work are not affected, but are distributed over the other days.

🚨

If I already have completed and/or manual values on all days, then an error message appears:

The transfer of remaining work is impossible, because resource "x" is not available: this resource already has manual completed or remaining work for the selected period .

If you reassign detailed remaining work manually :

then it is added to the remaining work manual already present
it replaces the smoothed detailed remaining work
days containing completed work cannot contain remaining work, which is distributed to the other days. Manual remaining work can then be transformed into smoothed remaining work .

Example:

I have 10 days of global remaining work on a resource, including :

2 days manually seized in January
1 day manually entered in February
the remainder is smoothed over the other months

I transfer the load to 2 other resources. Each will then have :

1 day manually entered in January
0.5 days manually entered in February
the remainder smoothed over the other months.