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Example: On my project plan, I have a resource named "Jennifer". After working few months in the project, Jennifer decided to leave the organization. Now I have a new resource named "Mary" will take Jennifer's place in my project.
In this example, I will be showing how to copy the assignments (including work and actual work) from Jennifer to Mary.
Steps:
- Add Mary to project plan (use "Build Team from Enterprise" feature (or) enter name directly on resource sheet with correct spelling)
- Save the Project (File menu -> Save)
- View menu -> Resource Usage view
- Insert Column "Actual Work"
- Select all the assignments under Jennifer; right click -> Copy Assignments
- Select the row to highlight Mary name and right click -> Paste
- Verify the work and actual work values for Jennifer and Mary are the same
- Save the Project (File menu -> Save)
- Select the row to highlight Jennifer name and right click -> Delete resource to delete Jennifer from project
(or you can delete the name from Resource Sheet view)
- Click on "Yes" to prompt " The selected item has some actula values. Do you still want to delete it"
- Save the Project (File menu -> Save)
In my opinion, the only down side of moving assignments is, you will lost the accountability of the Jennifer contributions to project.
If you use, Replace option on Build Team Enterprise feature, it will preserve the actual work with Jennifer and will assign the future work to Mary.
So, depends on your preference, you can opt one of the method to address the resource replacement issue.
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