how to reassign recourse tasks multiple projects ?

B

brianatdryen

Question: Is it possible to reassign assignments for one resource accross
multiple projects without having to open up individual projects one by one ?
(eg: Joe leaves the company & all his unfinished tasks accross multiple
projects must be reallocated to Bill)
 
J

John

brianatdryen said:
Question: Is it possible to reassign assignments for one resource accross
multiple projects without having to open up individual projects one by one ?
(eg: Joe leaves the company & all his unfinished tasks accross multiple
projects must be reallocated to Bill)

brianatdryen,
Answer: Yes, under certain conditions. If you are using Project Server,
there is a Substitute Resources wizard under the Tools menu. If you are
not using the server version but are using a resource pool, simply make
the substitution in the resource pool. If you are not using a resource
pool, it can still be done but it gets a little more complicated. In
that case the only automated option I can think of is through a VBA
macro that basically loops through all tasks in all projects and makes
the change.

However, even a manual approach can be streamlined. First create a
master file of all the subprojects (Insert/Project) that has Joe as a
resource. Then on the combined Resource Sheet of the master (it will
show the resource sheets of all inserted projects) use a simple filter
for Joe. Finally, replace Joe with Bill. Once the subprojects of the
master are saved, you can delete the master if you no longer want to
keep it.

Hope this helps.
John
Project MVP
 

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