Managing Resource Replacement

When Shield Platform Encryption is enabled in your org, if the field set used for the search function uses the Resource First Name or Last Name fields, searches are conducted against the Resource Name field.

Note:

If Shield Platform Encryption is enabled in your org, you must be as specific as possible when searching for the resource name to ensure that the resources are found. See Shield Platform Encryption for more information.

You can change the resource on one or more assignments, project task assignments and resource requests when:

You have staffing permissions for the resource to be assigned and the resource to be unassigned.

There are no timecards, expense reports or expenses associated with the assignment.

Your administrator has de-activated the Assignment_Resource_is_Constant and Assignment_Resource_is_Required validation rules on the Assignment object.

Note: Note

The columns that appear on this page depend on the fields that your administrator has chosen in the field sets of the Assignment, Resource Request and Project Task Assignment objects. For further information, see .

Tip: Tip

If you want to sort the list in ascending or descending order on a particular heading, click the column heading that you want to sort the list on. When a column is sorted in ascending order, this is indicated by an upward pointing arrow

. When a column is sorted in descending order, this is indicated by an downward pointing arrow

To change one or more resources on an assignment, project task assignment or resource request:

In the Projects tab click Manage Resource Replacement in the Project Detail section of the project that you want to change resources for.

To narrow the number of records listed do one of the following:

Select the resource roles that you want to filter on, click Add then click Filter.
Enter text in the Filter Text field and click Filter.

To search for a particular resource, select the resource you want using the Resource lookup in the Filter section then click Filter.

In the Resource field enter the name of the resource that you want to use, or click lookup

to search for a resource.

Select the checkboxes of the records that you want to change the resource for.

Note: Note

You cannot change the resource on assignments that have timecards or expenses logged against them. These are indicated by a warning triangle

Click Replace Resource.

For further information about the fields on the Replace Resources page, see Managing Resource Replacement Fields.

Related Concepts

Contacts and Resources

Reference

Resource Change Fields

Resource Fields

Managing Resource Replacement Fields