Replace a Resource Assigned to an Activity

Replace a resource assignment linked to an activity directly from the Activities page. If a resource becomes unavailable and cannot complete an activity, you can use the Activities page to select a new replacement resource and assign the new resource using the Replace Resource window. When a replacement resource is selected, the resource replaces the previous resource on selected activities. Replace resource is only available at the project level, and is not available for completed activities or milestones.

To replace a resource assigned to an activity:

Navigate to the Activities page
1. In the object selector, select a project or program.
2. In the sidebar, hover over  Schedule, and select Activities.
In the table, select the activity.
Select the  Context menu next to the activity, and then select Replace Resource.
In the Select Resource to Replace dialog box,choose the resource you want to replace, and then click Select.
In the Replace Resource dialog box, to reduce the number of resources listed, use any of the option listed to narrow your selection:
- View By: Select All Resources, Active Resources, Primary Role, or Resources - Codes.
- Filter By: Select to view resources in the Workspace or Project.
- Search: Enter a name of a resource and select the resource form the list of results.
To review the availability of the resource, select a resource name, and then select Show Details.
Select Assign.
In Assignment Settings dialog box, select Resource or Current assignment to use as the units/time for the resource assignment. This option only displays if the resources assignment setting is set to Ask.
In the Confirm dialog box, select Yes to replace the resource. You may need to refresh the page and recalculate your project after the resource is replaced.
All changes made on this page are saved automatically.

Tips

If you do not see the Replace Resource option in the  Context menu, you may not have the correct security privileges and should contact your Application Administrator.
You can replace resources for multiple activities at the same time. Select multiple activities, select the  Context menu next to a selected activity, and then select Replace Resource.
If the resource assignment contains actuals, the replace resource process will complete but the resource will not be replaced. The activity and resource information is displayed in the Replace Resources Log in the Not Updated section of the Results.
When a resource is replaced, you can select View Log in the notification or go to Manage Services and view the Replace Resources Log.

Last Published Monday, June 24, 2024