How to Manage Ideas › Staff a Team to Work on an Idea › Replace Team Staff Resources

Replace Team Staff Resources

Replace a staff member assignment from the team staff page of an idea. Use the availability score to find a replacement at the team level.

In addition, you can replace a resource with a different named resource, and a role with a resource. During replacement, resources can become over-allocated.

Consider the following before making a staff member replacement:

• Replacing a resource with a different resource does not transfer the actuals and pending actuals (if any) of the original to the new staff member. Only the remaining ETC is transferred to the new staff member.
• The original staff member completes their time entries so that the actual data posts 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.

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