The replace resource page displays the assignment dates and ETC of the members being replaced. The page also lists all the team staff members currently assigned to the project staff, including the members assigned to the task. Only resources to which you have access are listed on the page.
The following fields display in the Assignments list on the replace resource page:
Defines the names of the resources that are allocated to investments in the portfolio. You can click the name to open the resource properties page.
Defines the date to start the task assignment for a resource. The list pages or portlets display the start date.
Default: Task start date
Note: Define the assignment to start on or after the task start date. If an assignment has actuals, the field is read-only.
Defines the date to complete the task assignment for a resource. The list pages or portlets display the completion date.
Default: Task completion date
Note: Define the assignment to finish on or before the task completion date.
Defines the total remaining work for the task. The list displays the value for the ETC field on the task estimating properties page.
Required: No
Defines the name of the task. The value for the field is derived from the Name field on the Task Properties page. On list pages or in portlets, displays the name of the task.
Limits: 64 characters
The following fields display in the resource selection section of the replace resource page:
Displays the name of the resource or role assigned to the task.
Indicates if the resource or role is a team staff member.
Displays the unique identifier for the resource. The value for the field is derived from the Resource ID field on the resource properties page.
Displays the address to which notification and other CA Clarity PPM communications are sent. The value for this field is from the Email Address field on the resource properties page.
Specifies the type of resource or role you want to create. In lists and in portlets, displays the resource type.
Values: Labor, Equipment, Material, Expense
Default: Labor
Displays the employment type for the resource. The value for this field is from the Employment Type field on the resource properties page.
Values: Employee or Contractor
Default: Employee
Displays the primary role for the resource. The value for this field is from the Primary Role field on the resource properties page.
Defines the date to start the task assignment for a resource. The list pages or portlets display the start date.
Default: Task start date
Note: Define the assignment to start on or after the task start date. If an assignment has actuals, the field is read-only.
Defines the date to complete the task assignment for a resource. The list pages or portlets display the completion date.
Default: Task completion date
Note: Define the assignment to finish on or before the task completion date.
Follow these steps:
The replace resource page appears.
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