Considerations for Replacing Task Assignments

Use the Replace Resource Assignments window to replace resources assigned to tasks on the project plan.

You can perform the following actions in the window:

  • Search for resources in the project plan.

  • Select one or more tasks on which the task assignment must be replaced.

  • Optionally, specify a date or period to end the task assignment.

The following attributes in the Replace Resource Assignments window affect the resource assignment results:

  • Replacement Period

  • Replacement Date

  • Replacement Resource

Replacement Period

If you use a calendar to plan your project, then you can optionally specify the period to end the task assignment of the existing resource. The task assignment for the replacement resource begins in the following period.

Replacement Date

If you aren't using a calendar to plan your project, then you can optionally select a date to end the task assignment of the existing resource. The task assignment for the replacement resource begins on the next day.

Caution: If you don't enter a replacement date or replacement period, the existing resource is replaced for all dates on the task assignment.

Replacement Resource

Select a replacement resource from the same resource class as the existing resource. Only resources from the primary resource breakdown structure are available for selection.