I have been asked if there are any procedures on replacing a resource with a role (on a project). The Resource Finder will not work with this scenario.
Replace it from the Assignments page.
1. Add New Role to Team
2. Go to Task/Assignments
3. Filter for Resource
4. Select All (or specific rows)
5. Replace
(you may need to Show All, but it works)
Hi linda.forsstrom - Did Aditya-Angrish 's response help answer your question? If so please mark as Correct Answer. Thanks!
Yes - very helpful! Thanks