How to swap resourcing between people

How Does Swap Resourcing Work?

The swap resource feature allows you to quickly change all the hours resourced to another person without re-entering all the details. Resourcing can be swapped from a placeholder or person to any other placeholder or person who has access to the project.

Note: only future resourcing will be reallocated to the selected person or placeholder.

Swapping can be done from the following screens:

• Resourcing > My Resourcing

• Resourcing > By Project

• Resourcing > By Person

• Project > Resourcing

• Person > Resourcing

Swap to an existing user

To swap resourcing from one person to another:

Swap to a Placeholder Resource

To swap resourcing from one person to a Placeholder Resource:

Entering the billable and cost rate is optional, but recommended. The billable rate will give you an indication of budget burn down, and the cost rate will give you an indication of the likely margin you will make. The hourly cost rate is potentially sensitive information and you can restrict who sees this via their Access Level permissions.