Managing Resources › Resource and Role Allocations › Replace Resources on Investments › Staff Member Replacements Guidelines

Staff Member Replacements Guidelines

Consider the following before making a staff member replacement:

• Replacing a resource does not transfer the actuals, pending actuals, and baseline of the original to the new staff member. Only the remaining ETC is transferred to the new staff member.
• The original staff member must complete any outstanding time entries so that the actual data is posted before the replacement occurs.
• The project role of the original staff member is transferred to the new staff member (unless you are replacing a role with a different role).

See the Project Management User Guide for more information.

Follow these steps:

1. With the resource open, click Allocations.

   The allocations page appears.

2. Click the Resource Finder icon next to the investment to replace the resource.

   The find resources page appears.

3. Enter filter values to narrow the resource list, or click Show All to view all resources.
4. Select the check box next to one or more resources to replace the previous resource, and click Replace.

   The confirmation page appears.

5. Confirm the selection by clicking Yes.

   The allocations page appears. As a result of replacing the resource, the investment no longer appears in the list of investments for the resource.

Book Overallocated Resources

If the available hours for a resource are less than the total number of hours, the remaining availability (not the booking) confirmation page appears.

If you add resources to the project or investment, the remaining availability confirmation page indicates overbooking of the resource. If you book at 100 percent (default) availability of the resource, the 100 percent Resource Allocation column lists the number of hours utilized. The Remaining Availability column indicates the actual number of work hours available for the resource to work on the project. When this page appears, you can do the following:

• Overallocate. Click Overallocate to over-allocate the resource.
• Remaining Only. Click Remaining Only to book the resource for the amount listed in the Remaining Availability column.