Global change to change resource?

M
Matt Rudge 👤 Member for 19 years 3 months
M
Matt Rudge 👤 Member for 19 years 3 months

Oliver,



That is what I am trying to do however after setting up the Non-Labour resource it will not allow me to select it in the Global Change command



I have not got an budget/actual figures related to the resources so I thought it would be quite easy but for some reason it doesn’t like it!!



Matt

O
Oliver Melling 👤 Member for 19 years 1 month

Matt,



Having looked closer at global change it appears you can only filter by resource type and you can’t make a change between labour/nonlabour.



How about creating a new resource with the same name, tarif and calendar but as a non-labour resource. Then doing a global change to swap them over?



It may leave you having to input the budgeted/actual units though, not sure?



Oliver

M
Matt Rudge 👤 Member for 19 years 3 months

Oliver,



Thanks for the help!



What I am trying to do and seem unable to though is to change resource type from Labour to Non-labour.



I firstly thought I could just change the type on the resource screen but it says I can’t do that as they are allocated to the tasks.



So I copied the resources which need changing and on the new version changed the type as required. I then tried to carry out a global change to change them. Unfortunately it will not allow me within global change assign a non-labour resource!



Any ideas how I can get round this?



The problem I have is I am importing P3 files via Suretrak and in Suretrak there are no options to change resource type.



Thanks,



Matt

O
Oliver Melling 👤 Member for 19 years 1 month

Matt,



Go on Global Change.



New.



(Select subject area) Activity Resource Assignments.



The rest is self explanatory.



A parameter of resource type will allow a change between labour, material etc.



A parameter for Resource NameID will allow a global change of resource. (Person specific)



Oliver

B
Bijaya Bajracharya 👤 Member for 21 years 3 months

If you mean you want to assign resource B instead of resource A, it can easily be done by global change. If you want to change the type of resource A from say labour to material, you don’t need global change. Change it in resource directory and it will be reflected globally.

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