Replacing a Role Allocated at over 100% with a Resource
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CA PPM SAAS RESOURCE MANAGEMENT:ODRSM
CA PPM RESOURCE MANAGEMENT:PPMRSM
When replacing a role allocated at over 100% with a resource, why is there remaining ETC's and allocation on the role?
When replacing a role that is allocated at over 100%, the role replace is not going to overallocate the resource, as a role cannot be replaced with a resource at more than 100% allocation at a single time.
For example, if we have a DBA allocated at 133% with the ETC hours matching their allocation, when we replace the DBA with a resource, only 100% of both the Allocation and ETC hours are going to be transferred from the role to the resource. The remaining 33% of the Allocation and ETC hours would remain on the role.
This is working as designed. However, there are two options to get all of the Allocation and ETC hours to get transferred over from the role to the resource.
Replace the role with the the same resource twice.
Replace the role at the assignment level first. This can be done for all of the assignments at once from the Task tab - Assignments page. When replacing a role on the the Task Assignments page, this will transfer all of the ETC from the role to the resource. The resource will automatically be added to the team with the default allocation that you have set on the Team object. To get the allocation to match the ETC on the Team tab, 'Allocate from Estimates' from estimates would need to be run from the Actions menu.After this, the only way to remove the DBA role from the team, would be to manually delete him, as he now has 0 ETC and 0 Allocation on the team anyway.
For this second option, if the resource is not already on the team, the Assignment Pool setting on the project would need to be set to Resource Pool to make resource that are not yet on the project team available to select as a resource to do the replacement.
for another reason why allocation would remain after a role replace.
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