Replace resources assigned to activities
- Choose Project, Activities.
- Select the activity for which you want to replace a resource.
- Display Activity Details, then click the Resources tab. If resource security is enabled you can only view resources you have access to.
- Select the resource you want to replace.
- Click Add Resource.
- Click the Replace button in the Assign Resources dialog box.
- Select the new resource with which you want to replace the existing resource, then click the Assign button.
- Click the Close button.
Note:
- You cannot replace a resource that has actual dates assigned to it.
- In the User Preferences, Calculations tab, you can choose to always use the units/time and overtime factor of the current assignment or of the new resource replacing the existing assignment; or, you can choose to be prompted to select which units/time and overtime factor you want to use each time you replace a resource on an existing activity assignment.
- When you replace a resource on an assignment that has manual future period values, the manual values are preserved with the new assignment.