Managing Resource Replacement Fields
Here is a description of the fields and buttons on the Replace Resources page.
Filter Section
Key:
* – Mandatory field
R – Read-only
Field | Description |
---|---|
Available Resource Roles | Resource roles that you can filter the records on. |
Resource Roles to Filter | Selected resource roles to filter the records on. |
Filter Text | Text to filter the resources on. When you click filter records that contain the text in the Resource Name, Resource Role, Assignment ID, Task Assignment ID fields are shown. |
Resource | The resource to search for. |
Buttons
Button / Control | Description |
---|---|
Back to Project | Closes the Replace Resources page and returns you to the project detail page of the project from which you opened the Replace Resources page. |
Add | Moves the selected resource role in the Available Resource Roles list to the Resource Roles to Filter list. |
Cancel | Closes the Replace Resources page without replacing any resources. |
Clear | Clears the current filter criteria. |
Filter | Filters the records on the Replace Resources page using the filter criteria that you select. |
Remove | Moves the selected resource in the Resource Roles to Filter list to the Available Resource Roles list. |
Up/Down | Moves the selected resource in the Resource Roles to Filter list up or down. |
Resource Replacement Section
Field | Description |
---|---|
Resource | The resource to be used for the selected records. |
Buttons
Button / Control | Description |
---|---|
Replace Resource | Replaces the resource on the selected records with the resource in the Resource field. |
Filter Results
The Filter Results section shows project assignments, project task assignments and resource requests depending on the configuration your administrator has set.
Project Assignments
The Project Assignments section lists the assignments for the selected project if your administrator has configured PSA to display it.
Project Task Assignments
The Project Task Assignments section lists the project task assignments for the selected project if your administrator has configured PSA to display it.
Resource Requests
The Resource Requests section lists the resource requests for the selected project if your administrator has configured PSA to display it.
Buttons
Button / Control | Description |
---|---|
First / Previous / Next / Last | When the amount of records in one of the filter results sections exceeds the maximum amount of records per page that your administrator has set, allows you to jump to the first, previous, next or last page of results. |