Managing Resource Replacement Fields

Here is a description of the fields and buttons on the Replace Resources page.

Note: Notes
The columns that appear on this page depend on the MassReassignAssignmentColumns field set in the Assignment object. For further information, see Resource Replacement Settings.
You cannot change the resource on assignments that have timecards or expenses logged against them. These are indicated by a warning triangle .

Filter Section

Key:
* – Mandatory field.
R – Read-only.

Field Description
Available Resource Roles Resource roles that you can filter the records on.
Resource Roles to Filter Selected resource roles to filter the records on.
Note: Note
OR logic is used for the filter. For instance, if you choose several resource roles and enter some filter text, all records that contain at least one of the filter criteria are listed.
Filter Text Text to filter the resources on. When you click filter records that contain the text in the Resource Name, Resource Role, Assignment ID, Task Assignment ID fields are shown.
Note: Note
OR logic is used for the filter. For instance, if you choose several resource roles and enter some filter text, all records that contain at least one of the filter criteria are listed.
Resource The resource to search for.

Buttons

Button / Control Description
Back to Project Closes the Replace Resources page and returns you to the project detail page of the project from which you opened the Replace Resources page.
Add Moves the selected resource role in the Available Resource Roles list to the Resource Roles to Filter list.
Cancel Closes the Replace Resources page without replacing any resources.
Clear Clears the current filter criteria.
Filter Filters the records on the Replace Resources page using the filter criteria that you select.
Remove Moves the selected resource in the Resource Roles to Filter list to the Available Resource Roles list.
Up/Down Moves the selected resource in the Resource Roles to Filter list up or down.
Note: Note
Moving the items up or down in this list has no effect on the filtered results.

Resource Replacement Section

Field Description
Resource The resource to be used for the selected records.

Buttons

Button / Control Description
Replace Resource Replaces the resource on the selected records with the resource in the Resource field.

Filter Results

The Filter Results section shows project assignments, project task assignments and resource requests depending on the configuration your administrator has set.

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 .

Project Assignments

The Project Assignments section lists the assignments for the selected project if your administrator has configured PSA to display it.

Note: Note
You cannot change the resource on assignments that already have timecards or expenses logged against them. These assignments are marked.

Project Task Assignments

The Project Task Assignments section lists the project task assignments for the selected project if your administrator has configured PSA to display it.

Resource Requests

The Resource Requests section lists the resource requests for the selected project if your administrator has configured PSA to display it.

Buttons

Button / Control Description
First / Previous / Next / Last When the amount of records in one of the filter results sections exceeds the maximum amount of records per page that your administrator has set, allows you to jump to the first, previous, next or last page of results.

Related Concepts

Contacts and Resources

Related Tasks

Adding a Resource

Setting up PSA Resources

Managing Resource Replacement

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