Replacing and Matching Existing Resources

You can use the Build Team dialog box to replace a resource on your project team with one from the enterprise resource pool. This replacement is useful if you have a local resource in the project that you know has been added to the enterprise resource pool. It is also useful if you want to replace generic resources in your project with real enterprise resources. To replace an existing project team resource with an enterprise resource, follow these steps:

1 In the Build Team dialog box, apply any filters or groups you need to find the replacing resource.

2 In the Project Team Resources table, click the name of the resource you want to replace.

3 In the Filtered Enterprise Resources table, click the name of the replacing resource.

4 Click Replace.

The resource selected in the Filtered Enterprise Resources table replaces the one selected in the Project Team Resources table. If the original resource had reported any actual work on assigned tasks, the original resource remains in the project plan as associated with those assignments. Any remaining work on any tasks assigned to the original resource is now assigned to the replacing resource.

Project Management Made Easy

Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

Get My Free Ebook


Post a comment