Replace a Resource (v8.xx)

Replace a Resource (v8.xx)

This function is used to manage the situation when a resource must be replaced with another in one


specific databases.


  • Edit the concerned 'Resource' document.

  • Click on the menu [Actions > Replace the existing resource].


  • In the dialog box, select the database where to replace the resource, and the resource which to replace it with. See table below.





Resource to replace

The name of the database in which to replace the resource. Single- selection field. Mandatory.

Within the database

The resource who will be replaced. Retrieved from the resource document. Not editable.

Replace with

The list of resources defined in the 'Resources' database.

  • Click the [OK] button.

  • The resource is replaced in the selected destination databases of the resource. If it is a 'Projects' database, then the plan’s (Gantt) is also updated.

    • Related Articles

    • Replacing a Resource (v8.xx)

      To replace a project team member you must first make sure that the replacement resource has already been added to the project team. Next: Click on the "Replace resource" icon on the toolbar In the "Resource replacement" dialog box that opens, select ...

    • Rename a Resource (v8.xx)

      To replace a project team member you must first make sure that the replacement resource has already been added to the project team. The function pointed at the situation, when a planned Resource should be changed during Project Planning (stand-by). ...

    • The Organizational Breakdown Structure (OBS) (v.8xx)

      It is possible to create an organizational hierarchy for resources broken down by company and departments. Company records are defined in the [Resources] module and all resources attached to it will inherit certain attributes, such as "Rates" for ...

    • Adding a Resource to Your Team (v8.xx)

      In the event that a Project Manager is already in the process of creating a project plan and they need to replace already selected resources, or simply need to add new ones to their team, they can do so directly from the project plan. To add a ...

    • Resource Rates (8.xx)

      In the [Resources] module, The "Standard rates" setup document lets you define default rates, as well as standard rates by activity type, when "Multi-rates management" has been enabled in the "General" setup document. Definition of default rates When ...