Replace Resources in the Work Plan – PPM Works

Replace a Resource Across all Tasks in a Plan

Click the ellipsis in the Work Plan toolbar, then select Resources > Replace Resources > All Tasks. The Resource Replace form will open.
Complete the Resource Replace form.
1. Select a resource to replace from the Resource to Replace drop down.
2. Select a replacement resource:
  - Replace By Match: Select a resource from the list.
  - Search for Replacement: Search for and select the name of a specific resource.
Click Replace.

Select the desired work items from the Plan Grid. You can select multiple work items by holding down the CTRL key.
Click the ellipsis in the Work Plan toolbar, then select Resources > Replace Resources > Selected Task(s). The Resource Replace form will open.
Complete the Resource Replace form.
1. Select a resource to replace from the Resource to Replace drop down.
2. Select a replacement resource:
  - Replace By Match: Select a resource from the list.
  - Search for Replacement: Search for and select the name of a specific resource.
Click Replace.