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Replacing a resource on a project generates a list of resources sharing the same role and is available during the time for the investment. Use the find resources page to replace a resource or role. You can access this page from the allocations summary and detail page.
If a project is locked, you cannot replace existing team members resulting in deleting a team member and transferring assignments. The Replace button appears disabled in this case. Additionally, you can be allowed to replace a resource role only (without replacing task assignment) based on the role replacement settings. For more information about this setting, contact your administrator.
The Availability field identifies the project 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 weighted average 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 number. The Skill Match column remains blank. Searching by skills and availability criteria, displays an average of the two in the Total Match column.
The following message appears at the top of the page:
Match scores can be inaccurate if availability dates do not fall into the following range: ddmmyy - ddmmyy
The message indicates a discrepancy between the date range in the message and the dates in the Availability field. That is, the Availability Match score can be inaccurate. For example, say, the dates in the Availability field are 9/1/12 - 2/7/13 and the date range in the message is 9/7/12 - 9/7/13. CA Clarity PPM cannot find a one-to-one comparison for any resource, which lowers the overall availability match scores.
See the Project Management User Guide for more information.
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