Availability All Editions
Quickly reassign allocations when your plans and constraints change.
- Required User Rights
- Where to Find
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Replacing Resources with Other Resources
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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:
- You need to have edit rights for the currently selected scenario or the Edit Plan of Record right.
- Either the right Resource Managers Can Always Edit Allocations of Their Own Roles and Resources, or under Edit Allocations, at least the option Role Allocations.
Where to Find
You can replace allocations or unstaff resources back to their roles in both the Time Grid Mode and the Compact 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 Compact Mode.
Replacing a Resource for an Entire Project (Time Grid Mode)
To replace a resource for the entire duration of a project with another resource, select Time Grid Mode and 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.
Replacing a Resource for an Allocation Segment (Compact Mode)
To replace a resource on an allocation segment with another resource, select Compact Mode and click the three dots at the end of the 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.
Replacing a Resource for a Part of a Project
To replace a resource on a portion of a project with another resource in either Time Gride or Compact Mode, 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 to open the context menu 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.
Reassigning Resource Allocations to Roles (Unstaff to Role)
When an allocated resource is no longer available or is overallocated, 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.
You can also unstaff only the overallocation back to the role, and keep the resource allocated on the project for an allocation segment. Learn more below.
Unstaffing from an Entire Project (Time Grid Mode)
To unstaff a resource from an entire project, enter Time Grid Mode and 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:
Unstaffing from an Allocation Segment (Compact Mode)
To unstaff a resource from an allocation segment, enter Compact Mode and click the three dots at the end of the allocation segment. Then select Unstaff to Role.
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 in either the Time Grid or Compact Mode. 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 to open the context menu, and select Unstaff to Role.
If the resource is overallocated, and you would only like to unstaff this overallocation but otherwise keep them on the project, select Unstaff Overallocation to Role. This functionality is only available in Time Grid mode. Learn more about this functionality in the article Team Planner - Adding, Editing and Deleting Allocations.