Hi, I would like to know if there is an easy way to replace a resource in single project that was planned. We are not using capacity planner so I came up with idea of "generic resources". Once I get my real resource I would like to replace generic one in all my tasks with specific one. When you remove one and add another resource, Daptiv will change either duration, Planned work or percentage (depending on constraint). I would like to keep all of them, just to replace resource. Any ideas how to do that?

Thanks

The order in which you reassign is important as well as the area you test this in due to the way tasks are calculated.  In the Gantt, if you right click a task and deselect one user and assign another, does it still recalculate? 

Yes, unfortunately the same happens when I do it through Gantt by right click on task.

If you are using ProjectTransit, you can replace a resource across the complete schedule and then resync.  If you aren't using ProjectTransit and want to try this, sync your schedule to an empty mpp file (Open MS Project and save an empty schedule to a name of your choice.  Next use ProjectTransit to sync the schedule to MS Project).  Once done, swap the resouces and resync.  You can break the sync when completed. 

Thanks for the suggestion, but MS Project is not the tool we are using or plan to buy for our PMs. Investment like this should hardly pass our Management Board because we already have Daptiv as PM weapon of choice.

 I didn't think the Gantt would recalculate the reassignment on the fly like it would in other areas since the assignment is done in the same edit window without having to close it.

On a default task value, since it is fixed duration as soon as you remove someone the hours jump to full as it recalculates against the default calendar at 100% utilization - is this what you are seeing, or what are your task settings (Fixed Units, Duration, or Work?).  Also, are these users on different calendars or the same calendar?

Last 2 places to try would be one more place in the gantt - the grid view (slide the divider all the way to the right) and try your re-assignment there, I'm guessing it will still recalculate but try it.  Also in the List or Outline view when you do Actions>Edit on a task and reassign it there, does it also recalculate?

Once you let me know about the Fixed setting and Calendars I can try it out as well.  

Hi Steve,
We are using "Fixed Duration" and all users are using the same calendar. Replacing through Actions/Edit produces the same result as well as through Gantt grid view. But I found another way; when I add resource in Gantt from the list on the right (shown when you click "Show resources") he/she will be added with 100%, without recalculating other percentages. Then I simply double click on the task resources to get percentage assignment window, copy the value from resource that I want to replace to the new one and then I assign old resource with 0%. The only thing that I get is some Planned Work value that is not rounded like 20.05, but this can be easily fixed.

It would still be nice to have bulk resource replacement option where I can select one resource, replace it with new one and have all assignments exactly the same. I have to think about the idea and put it in Greenhouse.

Best regards,
Bosko