Changing resources against tasks with actual values

[joday48]

Hi all



I have progress entered against some tasks assigned to a specific resource (person).

I have been told that the resource needs to change to a different person.

How can I do this without deleting the current resource (and in doing so the actual % work complete)? - I've had a look at deleting resource, but found that I had to literally enter all the task information (hours etc) again, and doing this didn't necessarily mean when I re-assigned with the new resource that the durations etc were being calculated correctly. There has to be a better way that I'm missing?

Can I not assign the second resource so that they pick up the remaining work and somehow set the original resource to have no remaining work? This way, all the dates and durations would do exactly what they should, and the resource profiles would show the original resource no longer working on that task.

Help!

Thanks all

Jo

[JulieS]

Hi Jo,

Select the task, click the Resources ribbon and choose "Assign Resources" select the resource who is currently assign click "Replace" and select the replacement resource. The remaining work will be moved to the new resource and the actuals will remain assigned to the resource who performed the work.

[joday48]

Julie

Thanks ever so much. This explains why the original resource remained when I tried this before! I was not understanding what the replace actually did!

Thanks again

Jo

[JulieS]

You're welcome Jo, and thank you for the feedback.