Replacing a resource RRS feed

  • Question

  • To replace a resource, I use the replace function.

    1. If the resource has some actual then it add the new resource on the task and transfer the remaining work (thats fine).
    2. If the resource has no actual, it does the same except that the replaced resource disapear (thats fine).
    3. If the resource has no actual but it has some baseline values, it does the same and the replaced resource disapear (thats bad) since the assignment baseline values disapeared with the resource.

    In the last case (#3) what will you recommand.  File a bug with Microsoft or you have workaround?


    Monday, February 15, 2016 5:05 PM


All replies

  • mermoz,

    For item 3 why shouldn't the baseline work for the replaced resource disappear? If that resource is no longer assigned to the task, why would he/she still have work or baseline work attached to the task?

    Unless I'm not understanding your third item, there is no bug and therefore no workaround required.


    Monday, February 15, 2016 11:34 PM
  • For number 3 - you can certainly baseline the selected tasks to restore baseline work for the new assignment.
    Tuesday, February 16, 2016 2:44 PM
  • In our organization, only PMO can baseline a project. A baseline is a reference to what was planned and approved. 

    In our point of view, loosing a baseline value is an data integrity concern.

    For now, we recommand to our users to not use the Replacement function, instead, they have to add an assignment to the task and manually transfer the remaining work.  At least, using this workaround we don't loose the baseline at the assignment level.



    Wednesday, February 17, 2016 2:44 PM
  • Understood - but are you baselining the new assignment?  What if you replace a less skilled resource with a more highly skilled resource who could, because of his/her greater skill level could complete the assigned work in less time (duration) and less work?

    Wednesday, February 17, 2016 2:59 PM
  • No we do not rebaseline the new assignment.  Final assignment is a choice made by the PM and the baseline is what was approved.  If the PM think that a more costly resource will be more efficient it is OK but then the task performance will be measure on what was approved (meaning the original baseline).


    Friday, February 19, 2016 12:24 PM
  • This will be fixed in a futur release of MS-Project.


    • Marked as answer by Mermoz Sunday, April 10, 2016 8:30 PM
    Sunday, April 10, 2016 8:30 PM