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Replace Resource

  1. Resources, including Unassigned, can quickly and easily be replaced for one or more tasks.

  2. Select one or more tasks, then right-click and select More > Replace Resource. Click here to learn how to select multiple tasks.
    Replace Resource - Menu
  3. Select the scope:
    1. Selected tasks = the explicitly selected tasks
    2. Selected projects = all tasks in the project(s). Project(s) is determined by the explicitly selected tasks.
      Replace Resource - Scope
  4. For Current Resource, select the resource you want to replace. Note: only one resource can be selected. 
    Replace Resource - Current Resource
  5. For New Resource, select the resource you want the tasks reassigned to. Note: only one resource can be selected. 
    Replace Resource - New Resource
  6. Select if you want to reassign Active tasks with start dates in the past. Also, you can review the tasks that will be reassigned in the plan.
    Replace Resource - Include Active tasks
  7. Voila! Multiple tasks have been reassigned.
    Replace Resource - Resource Reassigned
  8. This technique is also useful to find unassigned tasks in the project and assign them to a resource.
  9. Watch this video [2:10 min] for a demonstration.
  10. Need a hand? Contact a Customer Success Engineer today!