none
How to reassign a task to another resource RRS feed

  • Question

  • There are tasks in a project that are assigned to a resource that is no longer employed by the company that need to be reassigned. Some of the tasks were updated with % complete values by the former employee.

    How do I as the project manager reassign the task to another resource and keep the % complete value where applicable?

    Thanks in advance


    roberto @ work

    Tuesday, June 2, 2015 4:04 PM

Answers

  • Roberto-work --

    In Microsoft Project, apply the Using Resource... filter.  In the Using Resource dialog, select the name of the resource who no longer works for your company and click the OK button.  This will show every task assigned to this resource.  Using the Control key, select only the uncompleted tasks for this resource (DO NOT select the completed tasks).  Display the Assign Resources dialog and select the name of the resource who left your company and then click the Replace button.  In the Replace Resource dialog, select the name of the new resource and click the OK button.  Click the Close button to close the Assign Resources dialog.  Using this technique, in-progress tasks will now have two resources assigned:  the original resource who did some work and then left, and the new resource who is assigned all of the Remaining Work.  Unstarted tasks will have only the new resource assigned.  Hope this helps.


    Dale A. Howard [MVP]

    • Marked as answer by roberto-work Tuesday, June 2, 2015 4:37 PM
    Tuesday, June 2, 2015 4:22 PM
    Moderator

All replies

  • Roberto-work --

    In Microsoft Project, apply the Using Resource... filter.  In the Using Resource dialog, select the name of the resource who no longer works for your company and click the OK button.  This will show every task assigned to this resource.  Using the Control key, select only the uncompleted tasks for this resource (DO NOT select the completed tasks).  Display the Assign Resources dialog and select the name of the resource who left your company and then click the Replace button.  In the Replace Resource dialog, select the name of the new resource and click the OK button.  Click the Close button to close the Assign Resources dialog.  Using this technique, in-progress tasks will now have two resources assigned:  the original resource who did some work and then left, and the new resource who is assigned all of the Remaining Work.  Unstarted tasks will have only the new resource assigned.  Hope this helps.


    Dale A. Howard [MVP]

    • Marked as answer by roberto-work Tuesday, June 2, 2015 4:37 PM
    Tuesday, June 2, 2015 4:22 PM
    Moderator
  • That works, Thanks Dale. I researched this for an hour and was surprised not to find something fairly routine in Project Help / Support or other reference material.

    roberto @ work

    Tuesday, June 2, 2015 4:38 PM
  • Roberto-work --

    You are more than welcome for the help, my friend.  :)


    Dale A. Howard [MVP]

    Tuesday, June 2, 2015 7:29 PM
    Moderator