Replace Resource dialog box

The Replace Resource dialog box has been designed to make the necessary adjustments to replace the assignment.

Task Information Header

The upper section of the dialog box provides the following information that enables the user to understand the context of the assignment: Project Name, Task Name, Task Start and Finish dates, Duration of the task, and % completion of the task.

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Assignments spreadsheet

The Assignments spreadsheet allows the user to review both current assignments (Already Assigned section) and the ones he/she is about to make (New Assignments section).

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The first row allows the user to compare the current assignment Effort, and the Gap (which indicates how much effort should be assigned to replace the indicated resource).

For each assignment, the following information is displayed: Resource Name, Rate, Total Effort, and time-distributed Effort.

Clicking on the resource's name opens the corresponding Resource Brief dialog box.

In addition, the following commands can be displayed:

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Remove

Allows the user to remove the assignment from the New Assignments section.

Uniform

Uniform

Indicates that only uniform assignment is allowed. Upon clicking on this icon, the assignment allows non-uniform assignment.

Non Uniform

Non Uniform

Indicates that non-uniform assignment is allowed. Upon clicking on it, the assignment only allows uniform assignment.

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Edit

Allows the user to open the Labor Assignment dialog box. This button is only available in the New Assignments section.

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More

Provides access to the following commands:

  • Edit Details – Opens the corresponding Labor Assignment dialog box.

  • Delete – Allows the user to delete the corresponding assignment.

Upon activating the Show Remaining Usable Effort (ShowHide) display option, an additional row is displayed for each resource, indicating the time-distributed Remaining Usable Effort.

The Remaining Usable Effort row comes with its own set of indicators to emphasize whether or not the resource has been optimally assigned.

Available Resources section

Depending on the context, the list of resources available for selection will display either the resources belonging to the Project Team, or the Resources belonging to the selected Organization.

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The following options are available to manage the display of the assignable resources list:

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Filters

Opens the Filters popup, which provides the following filtering options:

  • Organizations – Allows the user to only display resources belonging to the selected Organization.

  • Job Classifications – Allows the user to only display resources whose Job Classification has been selected.

  • Skills – Allows the user to only display resources whose Skills have been selected.

  • Show Inactive Resources – Allows the user to filter the view to only display resources whose Status is “Inactive”.

  • Team Origin – Allows the user to only display resources with the selected Team Origin (i.e., Dedicated, Allocated, Committed, or Manual).

  • Generic Resources – Allows the user to only display resources whose attributes correspond to the ones of the selected Generic Resource (if any).

Search

Search

Allows the user to find a specific resource name in the list.

SortBy

Sort By

Allows the user to sort the resource list by Utilization (ascending order) or by Name (alphabetical order).

Note

The filters are automatically prefilled with information regarding the resource to replace Organization, Job Classification, and Skills.

For each resource, the time-distributed Remaining Usable Effort is displayed.

Indicators are provided to highlight the resource's capacity:

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Green

The % Used is equal to zero.

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Amber

The % Used is greater than 0% and less than 100%, meaning the Total Effort is greater than zero but less than the resource’s Available Effort.

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Red

The % Used is greater than 100%, meaning the resource would be over-allocated if all commitments were to become actual assignments.

Grey

The available effort is equal to zero.

The following commands are available to manage the assignable resources:

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Assign

Adds the resource to the New Assignments section of the Assignments spreadsheet.

Once at least one resource has already been assigned, the following commands are available:

  • Split Effort Equally – The new assignment is created with the same Uniform/Non-uniform values as the Soft Assignment and the Total Effort equals the Original Effort divided by the number of selected Resources. This option will update all the selected resources, including those displayed in the Already Assigned section (if any).

  • Respect Usable Effort – The new assignment will always be non-uniform and its Total Effort will be equal to the Usable Effort within the Task duration. This command is only available if the Resource has been allocated, committed, or dedicated to the project.

  • Honor Default Rate – The new assignment will always be uniform with a Rate equal to the Resource Default Rate.

  • Remaining Original Effort – The new assignment’s Total Effort will be equal to the “Effort to be fulfilled”.

DetailsReview

Brief

Opens the corresponding Resource Brief dialog box.

Manage Project Team

Opens the Project Administration dialog box, Team folder.