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Change a Resource to Named or Unnamed

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Step-by-Step

How to Change an Unnamed Resource to a Team Member

  1. Hover over Planning on the left-side nav bar and select Master Planning.Planning-Left-Side-Nav-Bar.png
  2. On the Master Planning page, select Project from the Group By drop-down menu.
    Project-Drop-Down.png
  3. Find your project in the Resource 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.MP-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, a drop-down will appear below the field, populated with a list of available options for you to select from.Allocate-Team-Member.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.

 

Step-by-Step

How to Change a Team Member to an Unnamed Resource

  1. Hover over Planning on the left-side nav bar and select Master Planning.
  2. On the Master Planning page, select Project from the Group By drop-down menu.
    Project-Drop-Down.png
  3. Find your project in the Resource 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.MP-Projects-View-Expanded.png
  4. Click the More icon (“   ”) to the right of the team member name and select Convert to Unnamed Resource.Edit-Resource-Menu-Small.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.Remove-From-Alloation-Modal.png
  6. Click Convert. 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. Click here to learn how to delete a resource from the list.

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