Swapping Assignments and Held Resource Requests

To manage changes to project schedules in Resource and Project Planners, you can swap resources on:

• Assignments
• Held resource requests

Note:

Your administrator can select Restrict Swapping Past Dates to determine whether you can swap assignments with a start date set in the past.

You cannot swap:

• Assignments with associated timecards or expenses.
• Resources on unheld resource requests.

To swap a resource on an assignment or held resource request:

1. In Resource and Project Planners, select an assignment or resource request.
2. Click Swap Resource.
3. Select an active resource from the New Resource drop-down In the Swap Assignment dialog.
4. Click Swap | Save.