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Project Locks and Team Staff Member Replacement

You can replace team staff members on unlocked projects. If the project is locked, you can replace a team staff member role (without replacing tasks). You can replace, provided the Allow Edit of Allocations when Investment is Locked default project management setting is selected.

If the project is unlocked, you can transfer resource assignments when you replace a role or resource with a single resource. Provided, the original role or resource has no allocation remaining.

See the Resource Management User Guide for more information.

More information:

Defines the Default Project Management Settings