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About Staff Member Replacement (Investment)

You can replace a staff member assignment from the investment team staff page. Use the availability score to find a replacement at the team level. You also can replace a resource with a different resource, or replace a role with an actual resource.

Important! The replacement process can over-allocate the member who is replacing the previous member or members.

More information:

Replace Staff Members

How Data Transfers When Replacing Staff Members (Investment)

Staff Allocations (Investment