Replace a Resource (v10.xx)
This function is used to manage situations where a resource must be replaced with another in a specific database.
- Edit the relevant 'Resource' document.
- Click on the menu [Actions > Replace the existing resource].
A dialog box will appear, allowing you to select the database where the resource should be replaced and the resource to replace it with. See the table below for details.
|
|
Resource to replace | The name of the database in which the resource will be replaced. Single-selection field. Mandatory. |
Within the database | The resource that will be replaced. Retrieved from the resource document. Not editable. |
Replace with | The list of available resources defined in the 'Resources' database. |
- Click the [Update] button.
- The resource is replaced in the selected database. If the database is a 'Projects' database, the project plan (Gantt chart) is also updated accordingly.
Related Articles
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 ...
Replace a Resource (v10.xx)
To replace a project team member, ensure that the replacement resource has already been added to the project team. The function is useful when a planned resource needs to be changed during project planning phase (stand-by). Edit the Project ...
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 ...
Replacing a Resource (v10.xx)
To replace a project team member, first make sure that the replacement resource has already been added to the project team. Then: Click on the "Replace resource" icon on the toolbar In the "Resource replacement" dialog box that opens, select the ...
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). ...