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How to swap resourcing between people

You can move resourcing from one person to another using the swap resource function.

How Does Swap Resourcing Work?

The swap resource feature allows you to change the person that is resourced without re-entering all the details. Click the swap button for the person to be replaced. Resourcing can be swapped to an existing person, or a new shadow user can be created.

All future resourcing for the selected person will be reallocated to the selected person or shadow.

Swap to an existing user

To swap resourcing from one person to another:

Swap to a Shadow User

To swap resourcing from one person to a " Shadow Resource":



Notes:

  • Only one person at a time can be swapped
  • All future resourcing from the first week in the view will be swapped