You can substitute a resources who have been allocated, including substituting generic resources for actual resources. For example, if you have a generic allocation for project manager at 300% (essentially three project managers), you can substitute three user resources at 100% each, six resources at 50% each, or virtually any other combination; you can also substitute one project manager at 100% and leave the other 200% allocated to the generic resource.
To substitute a resource
- Open the
Resources
module.
- Select an investment.
- Select the Allocations tab.
- Select a resource from the resource tree and right-click to open the Resource Substitution dialog box.
- Select the Effective Date of Substitution. This is the date upon which the resource substitution will occur.
- Select the resource you want to substitute. Click to open the Find Resource dialog box.
- From the Resource Role to Use drop-down, select the resource role you want to associate with the allocation.
- Click OK.