Replacing resources allocated for tasks
Replacing resources allocated for tasks |
|
|
See how to replace a resource allocated to a task with another resource:
1.In the structure, select the task whose allocated resource you wish to replace. Use the CTRL and SHIFT keys on the keyboard to select, in the structure, more than one task at a time and replace the same resource for several tasks.
2.Click on the Replace option from the Allocation palette.
3.Fill out the following fields on the data screen that will be displayed:
From: Select the allocated resource you wish to replace. To: In the Resource field select the resource that will replace the resource selected in the From field. To do that, use the buttons next to the field to select the resource, select the resource taking into account the number of available hours it has, select the resource through a calendar, or add a new resource and allocate it to the task. Overwrite values: Check this option so that the hours at which the resource will remain allocated to the task are also overwritten. In this case, in the Allocation field, select one of the following options: ▪Hours: Enter the number of total hours the user will remain allocated to the task. These hours will be distributed according to the task duration and taking into account the hours per day configured in the calendar. For example: if the task duration is 3 days and 24h is entered, the system will allocate the resource 8h per day (if the hours per day configured in the calendar applied to the resource is 8h per day). ▪%: Enter the time percentage the user will remain allocated to the task. For example: when entering 50%, the system will allocate the resource 4h per day to the task (if the hours per day configured in the calendar applied to the resource is 8h per day). Following the same example, if entering 100%, the resource will be allocated 8h per day to the task.
4.After filling in the necessary fields, save the record. |
