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It’s Easy to Change Resources on a Project in CA PPM
If you want to take a resource off a project and replace him/her with someone else, it’s a quick process, said Jerry. In CA PPM (CA Clarity PPM), select the “Team” tab, and next to the resource name, select the “Resource Finder.”
When you have a resource on a project, CA PPM actually populates the Resource Finder based on the role you’re attempting to replace and the availability of those prospective replacements.
If you have a good match, based on role and availability, you can select one or more resources to replace the person being reassigned.
This allows you to move the allocation and any future ETCs from the resource you’ve removed to the new resource(s). By doing this quick fix, said Jerry, you’ll keep all the project actuals you already had in place, and all it requires is using the “Resource Finder” in the “Team” tab within CA PPM.
If you liked this CA PPM Quick Tip, stay tuned. Several of our favorite regoUniversity conference instructors took the time to record a quick tip for us at regoUniversity.
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