Managing Resource Replacement

You can change the resource on one or more assignments, project task assignments and resource requests when:

Note: Note
The columns that appear on this page depend on the fields that your administrator has chosen in the field sets of the Assignment, Resource Request and Project Task Assignment objects. For further information, see .
Tip: Tip
If you want to sort the list in ascending or descending order on a particular heading, click the column heading that you want to sort the list on. When a column is sorted in ascending order, this is indicated by an upward pointing arrow . When a column is sorted in descending order, this is indicated by an downward pointing arrow .

To change one or more resources on an assignment, project task assignment or resource request:

  1. In the Projects tab click Manage Resource Replacement in the Project Detail section of the project that you want to change resources for.
  2. To narrow the number of records listed do one of the following:
  3. To search for a particular resource, select the resource you want using the Resource lookup in the Filter section then click Filter.
  4. In the Resource field enter the name of the resource that you want to use, or click lookup to search for a resource.
  5. Select the checkboxes of the records that you want to change the resource for.
  6. Note: Note
    You cannot change the resource on assignments that have timecards or expenses logged against them. These are indicated by a warning triangle .
  7. Click Replace Resource.

For further information about the fields on the Replace Resources page, see Managing Resource Replacement Fields.

Related Concepts

Contacts and Resources

Reference

Resource Change Fields

Resource Fields

Managing Resource Replacement Fields

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