Swapping Selected Work in the Swap Tool

User Rights:

Location:

Resource Manager

Resources >  Swap Tool

 

 

 

Follow these steps to Swap Selected Work in the Swap Tool:

  1. Select a task from the resource on the left and click the > button to open the swap assignment dialogue box.

Note: Assignments attached to projects that are Sync Locked will not be allowed to be swapped using this tool until the project lock is removed. See the Project Manager manual for more information about Sync Locked projects.

  1. From the dialogue box, specify the Swap or Work Swap as required and click the swap button.  If you select 100% or greater, the resource on the left pane will have no remaining work left on the assignment.

  2. The amount of work specified will be swapped to the resource in the right pane.

  3. Make all your desired swaps from the resource in the left pane to the right.

  4. If you are satisfied with all your changes, click the Save Changes button to commit all changes.