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How to Change Staffed Hours for an Individual

Learn step-by-step how to adjust the number of staffed hours for a teammate in your staffing plan, including editing daily hours, distributing assignments, and publishing changes.

By George de Brigard

In this guide, we'll learn how to change the number of staffed hours for a teammate who is already included in a staffing plan. This process involves navigating to the Labor tab in your project, selecting the correct phase, and adjusting the hours or percentage of time assigned to the staff member. We will also cover how to publish these changes so they are visible to everyone involved in the project.

Let's get started

To change the number of staffed hours for a teammate already in the staffing plan, follow these steps: 1. Open the staffing plan. 2. Locate the teammate whose hours you want to adjust. 3. Edit the number of staffed hours as needed. 4. Save your changes. In my project, I make sure I'm in the Labor tab. Then, I go to the phase and check out the project to make adjustments.

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Click on "Check Out" so the plan is open to you for edits
Step #2: Click on "Check Out" so the plan is open to you for edits
3
Find the phase and staff member you wish to adjust
Step #3: Find the phase and staff member you wish to adjust

Go to the phase, find the staff member, and click on the extension menu.

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Mouse over the staff member to get the 3-dot context menu to show up.
Step #4: Mouse over the staff member to get the 3-dot context menu to show up.

In the context menu, chose "Distribute Hours" followed by "Fill Hours Per Day" to enter the new staffing level.

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Click on "Fill Hours Per Day"
Step #5: Click on "Fill Hours Per Day"

Change the assignment to the number of hours per day or the percentage of time.

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The default is to enter the hours per day rather than the percentage of time.
Step #6: The default is to enter the hours per day rather than the percentage of time.

Click Fill.

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Click on "Fill"
Step #7: Click on "Fill"

This has changed the daily hours for the entire phase. When finished, publish the change so it's available to everyone. This will also "Check In" the plan.

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Click on "Publish"
Step #8: Click on "Publish"
9
Click on "Yes"
Step #9: Click on "Yes"

How to Change Staffed Hours for an Individual