Changed resource on a task produced "interesting" results

J

Jim Crawford

One of my project managers had a task which changed ownership part way
through the project. The developer originally designated did a fair bit of
work and then the task was passed to a new developer to complete. The project
manager reflected this in the plan by changing the name of the developer
assigned to the task. The result was ... all actuals for the original
developer were lost. The work estimate and results for the new developer were
reflected incorrectly. To fix this we had to go in and reset the work
estimate back to the correct value and then "dummy up" actuals to account for
the work that was lost. Clearly this is the wrong way to do this ....
question... How should we correctly handle assignment changes in project
using project server?
 
D

Dale Howard [MVP]

Jim --

I believe your project manager did not correctly transfer the Remaining Work
on the task to the new resource. Here's how to handle this in the future:

1. Select the task in question
2. Click the Assign Resources button on the Standard toolbar
3. In the Assign Resources dialog, select the name of the original resource
4. Click the Replace button
5. Select the new resource and click OK
6. Close the Assign Resources dialog
7. Click Collaborate - Publish - All Information

The above method will retain the historical actuals for the original
resource, but set his/her Remaining Work on the task to 0 hours, and will
reassign all Remaining Work to the new resource. Hope this helps.
 
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