Assignments: Replacing Roles with Resources - QRC

theBasiX

A Quick Reference Card to assist in the process of replacing roles with resources on assignments in CA PPM. Here are some of the conditions:
• If a named resource has been identified to replace a role, or if a resource is no longer available to work on a project, you can replace the resource or role.
• Task actuals remain with the original resource and remaining ETC’s will transfer to the new resource.
• You cannot remove a resource who has charged actuals from the team.
• It is usually necessary to contact an individual’s RM before adding the new resource to your team.
• You can perform a replacement globally via the Team tab (using Resource Finder) or replace on individual tasks using the Assignments View and the Replace option, shown here.

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Submission Date Jan 16, 2017 3:52 pm
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Content Type Document
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Supported Versions v14.x, v15.x+
Company Rego Consulting