Assignments: Replacing Roles with Resources - QRC


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.

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