Previous Topic: About Booking Already-Booked ResourcesNext Topic: Remove Resource Assignments from Tasks


Replace Resources Assigned to Tasks

The replace resource page displays the assignment dates and ETC of the members being replaced. The page also lists all the team staff members that are currently assigned to the project including the members that are assigned to the tasks. Only the resources to which you have access are listed on the page.

Follow these steps:

  1. Open the project.
  2. Open the Tasks menu and click Assignments.
  3. Select the resource that you want to replace, and click Replace.

    The replace resource page appears displaying the current assignments of the selected resource at the top. The page also displays information about the available resources and roles.

    Team Member

    Indicates if the resource or role is a project team staff member.

    Start

    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.

    Finish

    Defines the date to complete the task assignment for a resource. The list pages and portlets display this completion date.

    Default: Task completion date

    Note: Define the assignment to finish on or before the task completion date.

  4. Select the resource or role to replace the currently assigned resource, and click Replace.

More information:

Teams (projects and investments)

About Replacing Resources on Tasks with Unassigned Team Staff Members

About Replacing Resources on Tasks with Assigned Team Staff Members