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Procedure documentationReplacing User or Resource

 

With this function, you can replace an individual user or an individual resource by another user or by another resource. You can perform the replacement in multiple objects, relevant subobjects, and role-task assignments. You can use the replacement for the object categories Project (for user and resource) and Role (for resources only).

Prerequisites

You must have superuser authorization. For more information, see Superuser.

Procedure

You can find the Replace User/Resource function in the front-end system by choosing Start of the navigation path Portfolio and Project Administration Next navigation step Services Next navigation step Replace User / Resource End of the navigation path.

Replace User/Resource

  1. On the Replace User/Resource tab, select User or Resource.

  2. In the relevant input field, select the current user or resource. You can also enter a name in the relevant field and press ENTER.

    Note Note

    For a user, you enter the user name; for a resource, you enter the business partner number.

    End of the note.

  3. Select the new user or resource and press ENTER.

    You must select the object category to activate the Find Assignments pushbutton.

  4. Choose the Find Assignments pushbutton. This generates a list of one or more assignments for the selected user or resource.

  5. In the generated list, select the objects for which you want to execute the replacement. Then choose the Replace pushbutton.

  6. Select the relevant radio button to indicate whether you want to execute the replacement immediately, or schedule a date and time.

  7. Specify the additional replacement options as follows:

    • If you select User and Resource, the system replaces the user (or resource) you have entered and also the corresponding resource (or user).

    • If you select User in Subobjects, the system replaces the user in the selected objects, and in the relevant subobjects.

    • If you select Resource in Role-Task Assignm. (Resource in Role-Task Assignment), the system replaces the resource in the staffing assignments of the role, and in the role-task assignments of these staffing assignments.

  8. Choose the Continue pushbutton to navigate to the last Replace User/Resource dialog box, before the system completes or schedules the replacement

    Note Note

    You cannot undo your changes after the system has executed the replacement.

    End of the note.

  9. Choose OK to perform the replacement immediately, or at the scheduled date and time in a background job.

Display Logs

After the replacement, you can display the background job messages as follows:

  1. On the Display Logs tab, enter the user name of the user who started the replacement.

  2. Specify the time range.

  3. Choose the Display Logs pushbutton.

The results table displays all messages for the specified user within the given time frame.