Ideas › How to Staff a Team (Idea) › Staff Member Replacement (Idea) › Replace Staff Members (Idea)

Replace Staff Members (Idea)

Use the team staff page of an idea to replace staff members assigned to your idea. A list of resources displays the staff with the same role as the resource being replaced, and their availability during the idea time period. You can replace a resource using the staff or detail page.

Use the method to select a resource best suited in terms of availability for replacing the other. An availability score is automatically generated for each of the resources to which you have access. The score indicates the close match between the potentially replacing and the replaced resources. 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.

See the Project Management User Guide for more information.

Use the replace resource page to replace staff members. The 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. The page also displays the number of hours the replacing resource is allocated to your idea. Both the allocated dates and the hours 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. Suppose, you do not add any skill specifications to your search criteria. Then, the Total Match column value duplicates the Availability Match score, and renders the Skill Match column. If you search by skills criteria and availability criteria, the Total Match column displays an average of the two scores.

Note: The following message displays at the top of the screen:

"Match scores can be inaccurate if availability dates do not fall into the following range: ddmmyy - ddmmyy."

This message appears when there is a discrepancy between the date range in the message and the dates in the Availability field. The Availability Match score can be inaccurate. For example, suppose the dates in the Availability field are 9/1/11 - 2/7/12, and the date range in the message is 9/7/11 - 9/7/12. A one-to-one comparison for any resource cannot be generated, lowering the overall availability match scores.

Follow these steps:

1. Open the idea.
2. Click Team.

   The staff list page appears.

3. Click the Resource Finder icon next to the resource.

   The resource finder page appears.

4. Enter filter criteria to find the replacement resource.

   The results are displayed.

5. Select the check box next to the resource and click Replace.

   The confirmation page appears.

6. Click Yes.