Teams (projects and investments) › About Team Staff Member Replacement

About Team Staff Member Replacement

You can replace a resource with a role or a different resource. You can also replace a role with a resource.

You can replace team staff members on unlocked projects. If the project is locked, you can replace a team staff member role (without replacing tasks). You can replace, provided the Allow Edit of Allocations when Investment is Locked default project management setting is selected.

If a project is unlocked, you can transfer resource assignments to the new resource replacing an existing role or resource.

Verify the following conditions before replacing staff:

• The original team staff member completes time entries so that the actuals are posted before the replacement occurs.
• The original role or resource has no allocation remaining.

More information:

How Information Transfers to Replacement Staff

How to Replace Team Staff Members