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Guidelines for Staff Member Replacements

Consider the following before making a staff member replacement:

Replacing a resource with a different resource, does not transfer the actuals, pending actuals, and baseline of the original resource to the new. Only the remaining ETC is transferred to the new resource.

The original resource can complete time entries so that the actual data is posted before the replacement occurs.

The role of the original resource is transferred to the new resource (unless you are replacing a role with a different role).

Removing a resource from your investment does not also delete the resource, nor does it change the resource status to inactive.

If a resource has not posted actuals to an investment and has no submitted actuals pending, you can remove them from your investment.