Removing resource with unfinished tasks

[Dan McCarty]

In the middle of a project we had a resources leave and he had many
unfinished tasks in the project. Some of his tasks were unstarted and
some of them were finished, but a lot of them are partly finished.
What's the best way to remove this resource and assign the tasks to
someone else?

TIA,
Dan.

 

[Reid McTaggart]

Open the Assign Resources dialog box.
Select a task
Select the name of the resource who has departed
Click Replace
Select the name of the replacement resource
Repeat for other affected tasks

 

[Gérard Ducouret]

Hello Dan,

In the Assign Resources dialog box, use the Replace button...

Gérard Ducouret

 

[Jan De Messemaeker]

Hi,

Moreover, you can save quite some time by selecting all the tasks the
leaving resource is on, that way you have to replace only once.
HTH

 

[Dan McCarty]

What about for tasks that are partly finished? For example, I have
task #112: Main screen: code and graphics. It's 50% done. If I go to
replace my departed resource with another resource I get the message
"The selected item has some actual values. Do you still want to delete
it?" I don't think I want to delete the already-finished work on that
task, do I?

 

[Gérard Ducouret]

As said previously, don't *delete* the resource, *replace* it (Click the
"Replace" button)

Gérard Ducouret

 

[Dan McCarty]

As said previously, don't *delete* the resource, *replace* it (Click the
"Replace" button)

I *did* try to replace it. When I click the Replace button the
resource list goes from
Jim L [100%]
to
Dan [50%]
Jim L [100%]

If I try to click his name and Replace him *again* (with myself again),
I get a message about not being able to assign a resource to a task
twice. That makes sence.

But when I click OK to dismiss the message another message pops up
about deleting an item with "actual values" (as opposed to just
"values," apparently).

I don't want to delete any work done on the project. How can I just
replace the remaining work with another resource?

This is Project 2003, BTW.

 

[Gérard Ducouret]

Hi Dan,
These results may be correct if you changed, for example, the task duration
while the task type was set to "fixed work" (while the %Complete was already
50% for ex). The resource Jim L is assigned full time during some days and
part time the other days.
When you *replace* Jim L by Dan, Ms Project replace Jim L only on the
remaining work, may be at part time.
So after the replacement, the assignments are : Jim L [100%];Dan [50%]

Hope this helps,

Gérard Ducouret

"Dan McCarty" <[email protected]> a écrit dans le message de

As said previously, don't *delete* the resource, *replace* it (Click the
"Replace" button)

I *did* try to replace it. When I click the Replace button the
resource list goes from
Jim L [100%]
to
Dan [50%]
Jim L [100%]

If I try to click his name and Replace him *again* (with myself again),
I get a message about not being able to assign a resource to a task
twice. That makes sence.

But when I click OK to dismiss the message another message pops up
about deleting an item with "actual values" (as opposed to just
"values," apparently).

I don't want to delete any work done on the project. How can I just
replace the remaining work with another resource?

This is Project 2003, BTW.

 

[Dan McCarty]

Hi Dan,
These results may be correct if you changed, for example, the task duration
while the task type was set to "fixed work" (while the %Complete was already
50% for ex). The resource Jim L is assigned full time during some days and
part time the other days.
When you *replace* Jim L by Dan, Ms Project replace Jim L only on the
remaining work, may be at part time.
So after the replacement, the assignments are : Jim L [100%];Dan

[50%]

Okay, that explains it. Thanks for your help.

Best regards,
Dan.