Availability All Editions
Quickly reassign allocations when your plans and constraints change.
- Required User Rights
- Where to Find
- Replacing Resources with Other Resources
- Reassigning Resource Allocations to Roles (Unstaff to Role)
Required User Rights
To edit allocations in the Team Planner, you need to be in a user group with the following rights:
- Under Edit Projects and Programs, you need to have at least the Projects with Logged-In User as Project Manager right.
- You need to have edit rights for the currently selected scenario or the Edit Plan of Record right.
- Under Detailed Project and Program Rights, you need to have the Add, Change and Delete Allocations right.
Where to Find
You can replace allocations or unstaff resources back to their roles in both the Time Grid Mode and the Flexible Mode of the Team Planner.
Replacing Resources with Other Resources
When an allocated resource is no longer available, and you know who you would like to replace them with, you can quickly do so in both the Time Grid and Flexible Mode.
Time Grid Mode: Replacing a Resource for an Entire Project
To replace a resource for the entire duration of a project with another resource, select the desired resource and the project you would like to replace them on. Then, click the three dots next to the name of the project and select Replace Resource:
Then, type in the name of the resource you would like to replace them with and press the Enter key. Your change will be immediately visible.
Time Grid Mode: Replacing a Resource for a Part of a Project
To replace a resource on a portion of a project with another resource, click the cell that you would like to replace them on. To select multiple cells, hold down CTRL as you click the desired cells. Hover over the selected cells and click the three dots in the blue bubble that appears above them, and select Replace Resource:
Then, type in the name of the resource you would like to replace them with and press the Enter key. Your change will be immediately visible.
Flexible Mode: Replacing a Resource for an Allocation Segment
To replace a resource on an allocation segment with another resource, click the three dots at the end of the flexible allocation segment. Then select Replace Resource:
Then, type in the name of the resource you would like to replace them with and press the Enter key. Your change will be immediately visible.
Reassigning Resource Allocations to Roles (Unstaff to Role)
When an allocated resource is no longer available, but you don't yet know who you will allocate to the role, you can unstaff the allocation back to the role. The value allocated for the resource will be assigned back to the role. As soon as you know who can be allocated, you can allocate them using the Staff Role functionality.
Time Grid Mode: Unstaffing from an Entire Project
To unstaff a resource from an entire project, select the desired resource and the project you would like to unstaff them from. Then, click the three dots next to the name of the project and select Unstaff to Role:
Time Grid Mode: Unstaffing from Parts of a Project
To unstaff a resource from a portion of a project, click the cell that you would like to unstaff them from. To select multiple cells, hold down CTRL as you click the desired cells. Hover over the selected cells and click the three dots in the blue bubble that appears above them, and select Unstaff to Role.
Flexible Mode: Unstaffing from an Allocation Segment
To unstaff a resource from an allocation segment, click the three dots at the end of the flexible allocation segment. Then select Unstaff to Role.