Replace Staff Assignments with Unassigned Team Member

You can replace a staff member assigned to a task with a staff member who is not assigned to the same task. You can replace one resource with another resource, or you can replace multiple resources with one resource. For example, you might want to replace two resources with one resource if you think one resource would do the job just as effectively.

The ETC and assignment dates associated with the previous resource is transferred to the replacement resource. When you replace multiple resources with one resource, the combined ETC is transferred from the replaced members to the replacement member.

Task assignment dates override project assignment dates. Staff members can be assigned to a task whose end date exceeds the date the member was assigned to the project.

To replace a staff assignment with an unassigned 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 box 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.