Service Team › Staff Members Replacement (Services) › Guidelines to Replace Staff Member (Service)

Guidelines to Replace Staff Member (Service)

Consider the following before making a staff member replacement:

• When you replace a resource with a different resource, the actuals, pending actuals, and baseline of the original staff member is not transferred to the new staff member. Only the remaining ETC is transferred to the new staff member.
• The original staff member completes time entries so that the actual data is posted before the replacement occurs.
• The role of the original staff member is transferred to the new staff member, unless you are replacing a role with a different role.