Replace Staff Assignments with Assigned Team Member

This replacement method offers the same functionality as replacing staff assignments with another team member, but also allows you to:

Using this method, the name of the resource you select as the replacement replaces the name or names of the resource or resources you chose to replace. ETC is adjusted accordingly; it is transferred "as is" if the transfer was from a single member or combined if multiple members were selected for replacement.

To replace a staff assignment with an assigned team member

  1. Open the task to which the current staff member is assigned.

    The Task Properties page appears.

  2. In the Assignments section of the page, select the check boxes next to the resource you want to replace, and click Replace.

    The Replace Resources page appears, which displays the assignment dates and ETC of the member(s) you are replacing and lists all of the staff members currently assigned to the project staff, including those already assigned to the task.

  3. Select the resource or role with whom you want to replace the current member, and click Replace.

    The Task Properties page appears listing the name of the newly assigned resource.