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changed default assigned user in RBS has no effect on tasks of users

    Question

  • Hello,

    we...

    - use CustomField RBS, where we type in the names of our departments

    - have generated serveral resources, at RBS we set the departments see above, at default assigned user we set the department leader

    now we have noticed this:

    in one department the leader has changed. therefore we changed for the ressource the default assigned user from OldLeader to NewLeader

    then we realized that the OldLeader has in his task-center still all the task as before, and the NewLeader can´t see all the pending task for his department, because they stick to the OldLeader

    How can we change this behaviour, because the tasks have to stick to the resouce/department, not depending on who is leader/default assigned user

    Thank you in advance

    Friday, November 9, 2018 11:42 AM

All replies

  • Hi Olof,

    This is the default behavior. Tasks are assigned to resources and not entity/departments/RBS branches.

    If a user is replaced by another one, being a manager or a team member, you have to switch resources on the concerned assignments. You can do that in a simple way by opening the project, go to the resource tab, open "build team from enterprise", select old resource from the right pane and new resource from the left pane and click on replace. Note that it will perform the replacement for all tasks only for remaining work.


    Hope this helps,


    Guillaume Rouyre, MBA, MVP, P-Seller

    Monday, November 19, 2018 9:18 AM
    Moderator