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Substitute Resources - Resource Management and Assignments

Summary

This article introduces concepts around substituting one resource for another using Resource Management and Assignments and links to additional instructions and concepts.

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This article applies to Planview Enterprise 11.5 ​

Overview

One key responsibility of the resource manager is to respond to resource overloads. When no resources are available to fill requirements, the resource manager must remedy the situation, whether by shifting work out, deferring other work, shifting staff, or augmenting staff. Planview Enterprise makes it easy to assess the magnitude and extent of resource overload issues, including assessing the severity and cause of conflicting priorities.

It’s a fact of life that situations sometimes change during the life of a project—a resource might be called to work on another project or someone will leave the organization. Planview Enterprise makes it easy to substitute one resource for another.