Replacing a Role with another Role

Document ID : KB000120950
Last Modified Date : 13/11/2018
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Issue:
When a Role is replaced with another Role, the Staff Project Role is updated to reflect the new role type, however the Task Assignment Role is not updated and it should.
When a Resource is replaced with a Role, the Staff Project Role and the Task Assignment Role is not updated to the new role type and it should.
The only time to update the project role and task assignment role is when replacing with a ROLE type.  (picking the role to do the replacement of the existing staff member)
Replacing with a Role type is not available in Classic.

This issue only applies when picking a ROLE to do replacement of an existing staff member.
Picking a resource or team to do the replacement of an existing staff member should not change the existing project role or task assignment role.

Steps to Reproduce:
   
Be sure the administration, project settings 'Reassign Tasks when replacing Role' is enabled 
  1. Create a new project.
  2. Staff Blair Ives - she has a primary role = DBA
  3. Staff Ed Carmen - he has a primary role = DBA
  4. Staff Role type DBA
  5. Change Blair Ives Project Role = Developer
  6. Create some tasks and assign Ed, Blair and the DBA role
    1. All new task assignments for Blair will have Developer
    2. All new task assignments for Ed will have DBA
    3. All new task assignments for DBA will have DBA
  7. Change the Task Role for Blair from Developer to Business Analyst
  8. Change the Task Role for Ed from DBA to Business Analyst
  9. Go back to the STAFF grid
  10. Replace Blair with Network Engineer
  11. Replace Ed with Storage Architect
  12. Replace DBA with Architect
Expected Results:
  1. Step10 - Network Engineer project role on Staff & on all assigned tasks role = Network Engineer
  2. Step11 - Storage Architect project role on Staff & on all assigned tasks role = Storage Architect 
  3. Step12 - Architect project role on Staff & on all assigned tasks role = Architect 
Actual Results:
  1. Step10 - Network Engineer shows STAFF project role = Developer
  2. Step10 - Network Engineer shows Task Assignment role = Business Analyst
  3. Step11 - Storage Architect shows STAFF project role = DBA
  4. Step11 - Storage Architect shows Task Assignment role = Business Analyst
  5. Step12 - Architect shows STAFF project role Architect (as expected - this is the only one that is correct)
  6. Step12 - Architect shows Task Assignment role = DBA
Cause:
Caused by DE44894
Resolution:
DE44894 is expected to be fixed in our upcoming PPM 15.5.1 release. 

On PPM 15.5.1, when a ROLE is selected for the replacement action, the Staff Project Role and the Task Assignment Role is updated to match the role selected.

However, when a RESOURCE or TEAM is selected for the replacement action, the Staff Project Role and the Task Assignment Role is NOT updated to match the selected Resource or Team's designated primary role.This will remain the same as the current behavior on PPM 15.5 and previous releases. 

Workaround: 

After the user has selected a new role to replace the existing staff member, the user can go into Classic and perform the following steps to update all assignment roles. Note that the project role will not be updated with these steps. 
 
1. Staff a Project Manager role to the project and assign the role to some tasks. 
2. Replace the Project Manager with a Network Engineer role. 
3. Open the project in Classic, go to the Team Tab 
4. Checkmark/select the new Role 'Network Engineer' 
5. Go to the upper right corner and click on '[Actions] 
6. Click Assignment Roles 
7. Change from Project Manager to Network Engineer 

With the current functionality, users cannot see Task Assignment Roles in the modern UI. The only place they can see the Task Assignment Roles is in Classic on the Task Assignment pages.