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How Data Transfers When Replacing Staff Members (Service)

The following table identifies how data from the replaced staff member transfers to the new staff member:

Data Type

Transfers

Availability Start

Yes, if the date has not passed and if new resource is not booked on that date.

Availability Finish

Yes

Remaining Allocation

Yes

Percent (%) Allocation

Yes

Investment Role

Yes

Existing Actuals

No

Pending Actuals

No

Baselines

No