End a resource assignment

task brazil Updated Sep 30, 2026 1 min read end-resource-assignment-dw.md
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End a resource assignment at a specific date to release a resource from a task before the planned end date. Future effort is removed and the heatmap updates to reflect the resource's availability.

Before you begin

  • You can end assignments on individual resource assignment rows. You can't end a child assignment.
  • Role required: it_demand_manager

About this task

Use End Assignment when a resource completes their work before the task's planned end date. This releases the resource from the assigned task without changing the task plan. The assignment start date and any recorded actuals remain unchanged.

Procedure

  1. Navigate to Workspaces > Strategic Planning Workspace.

  2. Select the Demands icon [Omitted image "demands-icon.png"].

  3. Open a demand from the List page.

  4. Select the Resources tab.

    The resource grid opens for the demand's timeline, grouped by Primary Group.

  5. Select the row context menu ([Omitted image "icon-row-context-menu.png"] Alt text: Three vertical dots icon for row context menu.) for any resource assignment row and select End assignment.

    The End Assignment modal opens with a date picker and a status list.

  6. Select an end date using the date picker.

    The default end date is latest of the following, irrespective of the assignment state.

    • Today's date

    • The assignment start date

    • Last recorded date of actuals For group assignments, the default end date is the latest of the following.

    • Today's date

    • Start date of the assignment

    • Latest date of recorded actuals among all the child assignments The following end dates aren't valid:

    • Before the assignment start date

    • After the task's planned end date

    • Before the end date of the last recorded actuals

  7. Change the assignment status using the status list.

  8. Select Change End Date.

    If the selected end date equals the assignment start date, a follow-up prompt appears. Select one of the following options:

    • Keep Effort — retains the effort allocated for that day.
    • Remove Effort — clears the effort for that day. Future effort from the new end date onward is removed and the heatmap updates to reflect the resource's released capacity. Recorded actuals aren't affected.
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