When you replace a resource from the Project: Team: Staff page, a list of resources who share the same role as the resource being replaced, and who are available during the project's time period is generated. You can replace a resource using the Project: Team: Staff page or the Project: Team: Staff Detail page.
Use this method when you want to use an availability score to help you select which resource would be best suited, in terms of availability, to replace the other. CA Clarity PPM automatically generates an availability score for each of the resources to which you have access. This score indicates how close the availability of the possible replacement resources comes to being an exact match to the availability of the resource selected for replacement. Availability is based on the duration of the assignment and the daily availability of the resource. Generally speaking, the higher the score, the closer the match.
Use the Replace Resource page to replace staff members. This page lists all of the resources to which you have access.
The Availability field at the top right of the page identifies the assignment period and the number of hours the resource you are replacing was allocated to the project. Both the dates and the hours allocated are transferred to the new replacement.
The Availability Match column displays a score that factors in the work period and the availability of each resource. If you do not add any skill specifications to your search criteria, the Total Match column duplicates the Availability Match score and the Skill Match column appears blank. If you search by skills criteria as well as availability criteria, the Total Match column displays an average of the two scores.
The following message may display at the top of the page:
"Match scores may be inaccurate if availability dates do not fall into the following range: ddmmyy - ddmmyy,"
When this displays, a discrepancy between the date range in the message and the dates in the Availability field exists, and the Availability Match score might be inaccurate. For example, if the dates in the Availability field are 9/1/09 - 2/7/10 and the date range in the message is 9/7/09 - 9/7/10, a one-to-one comparison cannot be found for any resource, which lowers the overall availability match scores.
To replace a staff member on a project
The Project: Properties: Main - General page appears.
The Project: Team: Staff page appears.
The Find Resources page appears.
The Booking Confirmation page appears.
The name of the resource you selected replaces the previous staff member on the Project: Team: Staff page.
If desired, you can narrow your replacement search by using the other filtering fields on the Replace Resources page.
Note: See the Resource Management User Guide for more information.
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