Substituting a resource

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 combination; you can also substitute one project manager at 100% and leave the other 200% allocated to the generic resource.

To substitute a resource

  1. Open the Projects module.
  2. Select an item.
  3. Select the Team Roster tab.
  4. Select an allocated resource and click to open the Resource Substitution dialog box.
  5. Select the Effective Date of Substitution. This is the date upon which the resource substitution will occur.
  6. Select the resource you want to substitute. Click to open the Find Resource dialog box.
  7. Click OK.