Replacing one role with another in bulk on tasks

Document created by navzjoshi00 Champion on Sep 16, 2015
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The mentioned method is particularly useful when, let’s say you want to make the changes to the project template which has a large WBS structure, and a lot of role assignments to tasks.

 

Access the project’s Task > Assignments page

 

Using the Assigned To filter option, select the role that needs to be replaced

 

Select the checkbox on the label section of the list view, and click on Replace

 

 

On the corresponding window, select the role that needs to replace the existing one, and click Replace

 

The existing role will be replaced by the new role on the tasks that were assigned to the old role

 

I've attached the pdf for the same for reference.

 

Regards

NJ

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