Click the [Details] button at the end of the assigned person’s row to open the Edit Assigned Personnel window. Some information about the project person will appear in read only format: person’s name, role, appointment type, salary effective date. The editable details in this window are the following:
• Period Type: Click in the field to display the other available types.
• Start Date: Click in the field to manually change the date (must be in MM/DD/YYYY format); or click on the calendar icon and use that tool to select a date.
• End Date: Click in the field to manually change the date (must be in MM/DD/YYYY format); or click on the calendar icon and use that tool to select a date.
• Effort: Click in the field to change the percentage of effort for this person.
• Charged: Click in the field to change the percentage charged for this person.
Use the [Calculate] button to preview the impact of your edits prior to saving.
The [Save Changes] button must be clicked to apply any edits made to the data in the window. Clicking [Save Changes] will save and close this window; the updates will populate in the period detail row.
Use the [Cancel] button to close the window without saving any changes. You may also use the “x” in the upper right corner of the window.