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Changing the Resource on an Assignment

You can change the resource on one or more assignments if the following are true:

• You have staffing permissions for the resource to be assigned and the resource to be unassigned.
• There are no timecards, expense reports or expenses associated with the assignment.

When you change the resource on an assignment and the Use Resource Default Cost Rate is selected, the cost rate and currency may be taken from the new resource depending on the values of the following checkboxes:

• Use Resource Default Cost Rate as Daily
• Use Resource Currency for Resource Cost
• Use Project Currency for Resource Cost.

For further information, see Assignment Detail Fields.

To change the resource on a single assignment:

1. Locate the assignment that your want to change click its Assignment Name.
2. Edit the Resource field.
3. Click Save.

Note:

Notes

An error is displayed if you do not have staffing permissions on the resources being assigned and unassigned or if timecards, expenses or expense reports are associated with the assignment. For instance, if one of the resources is in a different region to you, you may need a Staffing permission control to complete the action.

If you do not change the schedule for the assignment, the only change made to related Estimates versus Actuals records is the name of the resource in the Est Vs Actuals Name field.

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