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Change a Resource to Named or Unnamed

 

NOTE

If Resource Requests are enabled in the Resource Management settings, you cannot use the Add Member icon to allocate team members from unnamed resources.
For information on alternative methods of changing an unnamed resource to a team member, see Staff Projects with Team Builder or Find Recommendations for a Single Resource.

How to Change an Unnamed Resource to a Team Member

  1. Hover over Resourcing in the left navigation and select Resource Center.
  2. On the Resource Center page, select the Projects tab.
    Project-tab.png
  3. Find your project in the Projects list and click the arrow to the left of the name to expand it. You’ll see all the named and unnamed resources that have been assigned to the project.
    RC-Projects_View-Expanded.png
  4. To the right of the unnamed resource that you want to reassign to a team member, click the Add Member icon.
  5. When the Allocate Team Member modal appears, click in the Team Member field; as you start typing the member name or role, a drop-down will appear below the field, populated with a list of available options for you to select from.
    Allocate-Team-Member-Modal.png
  6. You can also change the Role or allocation Type (e.g., hard or soft) at this point.
  7. Click Save to apply your changes.
    Are-You-Sure.png
  8. You’ll be notified that all task assignments, scheduled hours, and allocations will be assigned to the new team member. Click OK.

How to Change a Team Member to an Unnamed Resource

  1. Hover over Resourcing in the left navigation and select Resource Center.
  2. On the Resource Center page, select the Projects tab.
    Project-tab.png
  3. Find your project in the Projects list and click the arrow to the left of the name to expand it. You’ll see all the named and unnamed resources that have been assigned to the project.
    RC-Projects_View-Expanded.png
  4. Click the More icon to the right of the team member name and select Convert to Unnamed Resource.
    More_menu_named_resource.png
  5. You’ll be notified that your team member is about to be changed to an unnamed resource and the bill and cost rates for all of the resource’s assignments will be refreshed.
    Convert-to-Unnamed-Resource-Dialog.png
  6. Click OK. This will move all tasks, assignments, and scheduled hours to a newly created, unnamed resource. The original team member, however, will not be removed from the list. To learn how to remove a resource from the list, see Delete a Resource.

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