Clarity

  • 1.  Replace Resource with Role

    Posted Jun 07, 2016 09:35 AM

    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.



  • 2.  Re: Replace Resource with Role
    Best Answer

    Posted Jun 14, 2016 05:36 PM

    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)



  • 3.  Re: Replace Resource with Role

     
    Posted Jun 20, 2016 08:17 PM

    Hi linda.forsstrom   - Did Aditya-Angrish 's response help answer your question? If so please mark as Correct Answer. Thanks!



  • 4.  Re: Replace Resource with Role

    Posted Jun 21, 2016 08:10 AM

    Yes - very helpful!  Thanks