Swapping Assignments and Held Resource Requests

To manage changes to project schedules in Resource and Project Planners, you can swap resources on:

  • Assignments
  • Held resource requests
Note:

Your administrator can select Restrict Swapping Past Dates to determine whether you can swap assignments with a start date set in the past.

You cannot swap:

  • Assignments with associated timecards or expenses.
  • Resources on unheld resource requests.

To swap a resource on an assignment or held resource request:

  1. In Resource and Project Planners, select an assignment or resource request.
  2. Click Swap Resource.
  3. Select an active resource from the New Resource drop-down In the Swap Assignment dialog.
  4. Click Swap | Save.