Replace Resources in the Work Plan

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Replace a Resource Across all Tasks in a Plan

  1. Click the ellipsis in the Work Plan toolbar, then select Resources > Replace Resources > All Tasks. The Resource Replace form will open.

    Replace_Resources_All_Tasks.png

  2. Complete the Resource Replace form.

    1. Select a resource to replace from the Resource to Replace drop down.

    2. Select a replacement resource:

      • Replace By Match: Select a resource from the list.

      • Search for Replacement: Search for and select the name of a specific resource.

  3. Click Replace.

    Resource_Replace_Form.png

Replace a Resource for Selected Tasks

  1. Select the desired work items from the Plan Grid. You can select multiple work items by holding down the CTRL key.

  2. Click the ellipsis in the Work Plan toolbar, then select Resources > Replace Resources > Selected Task(s). The Resource Replace form will open.

    Replace_Resources_All_Tasks.png

  3. Complete the Resource Replace form.

    1. Select a resource to replace from the Resource to Replace drop down.

    2. Select a replacement resource:

      • Replace By Match: Select a resource from the list.

      • Search for Replacement: Search for and select the name of a specific resource.

  4. Click Replace.

    Resource_Replace_Form.png

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