After replacing a Resource with a Role, the Role still has allocation on a project

Document ID : KB000008639
Last Modified Date : 14/02/2018
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Issue:

When doing a role replace, the role still remains on the project with a small amount of allocation. 

Prerequisites:

1. Set up a role with 8 hours of availability (Go to Home->Resources, click on the Role, and check that the Availability is set to 8 hours)

2. Set up a resource with 7.5 hours of availability in PPM and set their primary role as the role being used in #1

Steps to Reproduce:

1. Create a new project in PPM

2. Add the role above to the project

3. Set the Start/Finish dates of the role for one week (in this example 10/20/17 - 10/26/17)

4. Click the Resource Finder (Magnifying glass) icon next to the role

5. Check the check box next to the resource that was set up with 7.5 hours of availability and click Replace

6. Proceed through the remaining prompts  (If asked to overallocate, you can select the option to overallocate)

 

Expected Results: The resource is added to the team and the role is removed from the team

Actual Results: While the resource is added to the team, the role remains on the team with allocation remaining (In this example, they are left with 2.5 hours of allocation)

Environment:
Applies to all supported PAS environments for specified releases.
Resolution:

This issue is working as designed if the role's availability or calendar data does not match the resource's availability or calendar. If the Role has more availability per day than the resource, there will be a gap that is not fulfilled by the resource being assigned. This is also the case if the resource has additional holiday/vacation time on their calendar that the role does not have. During the role replace, availability/calendar information is looked at to determine what allocation/ETC that the resource can meet that the role was allocated for. 

Some options to workaround the behavior:

1. Update the role calendar to match that of the resource it is replaced with. If using multiple calendars (Example, one with 7.5 hour shifts, and another with 8 hour shifts), create a role for each calendar.

 

2. Delete the role from the project (though in this case, you will also lose any remaining allocation/ETC on the role).