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Assigning hours to a different staff member
Assigning hours to a different staff member

how to move hours from one staff to another in resource planning

Updated over a week ago

You can move hours from one staff member to another easily in the Resource planning board by following the steps below.

  1. Go to the Resource Planning board via 'Organisation > Planning Board > Resource Planning'.

  2. Locate the staff member on the board whose hours you are wanting to move.

  3. Click all of the drop-down hours until you see a line below the blue bar of hours.

  4. Click and drag your mouse over the hours you are wanting to move to another staff member.

  5. Once the hours are highlighted they should appear purple on the board.

  6. A panel will appear on the right-hand side where you can choose a new staff member to allocate the hours to.

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