Previous Topic: Remove Investments from Resource WorkloadsNext Topic: Replace Resources on Investments

Resource Allocations › How to Find, Book, and Allocate Resources › Replace a Role with a Named Resource

Replace a Role with a Named Resource

You can replace a role in a project with a specific named resource. Replace a role with a resource when the team is ready to start the project and report approved actuals.

Follow these steps:

  1. Click Home, and from Portfolio Management, select Projects.
  2. Open a project.
  3. Click the Team tab.
  4. In a row for the soft-booked role that you want to replace, click Resource Finder.

    The Find Resources page filters on the selected role to display matching resources.

    Note: The Include Soft-booked Resources check box is not selected. When selected, the number of matching resources typically expands; however, the Availability Match scores decline. To evaluate the more accurate hard booking status, do not include soft-booked resources.

  5. Examine the Availability Match column and determine the best resource. You can select any resource, even one that is already assigned to the project. Select one or more check boxes and then click Replace.

    The Booking Confirmation page shows the Remaining Availability of each resource. A negative value indicates that the resource is over-allocated. Some portion of the overallocation can be attributed to soft-booked allocations.

  6. To book the resource as a replacement for the role, click Yes. Contact the resource manager and discuss the booking status of the resource on other investments. Try to get the booking reduced so that you can confirm this booking and then set it to Hard.
  7. (Optional) If the resource is potentially over-allocated, click Overallocate or Remaining Only.

    Note: If already assigned to the project team, the named resource takes on the full allocation of the generic role but not all the assignments. If you replace a role with a resource that is not already on the team, the allocation and assignments transfer to the new resource.

  8. To transfer the ETC (assignments) from the generic role to the named resource:
    1. Click the Task tab and select Assignments.
    2. Filter for, and select, all the tasks that are assigned to the generic role.
    3. Reassign them to the named resource.