Remove or replace a resource assignment

Depending upon the needs of your project, you can either remove or replace a resource (resources: The people, equipment, and material that are used to complete tasks in a project.) that is assigned to a task in your project. For example, changing a resource assignment (assignment: A specific resource that is assigned to a particular task.) may help you to account for overallocation (overallocation: The result of assigning more tasks to a resource than the resource can accomplish in the working time available.) or underallocation (underallocation: Assigning a resource to work fewer hours than the resource has available.), control costs, increase efficiency, or increase quality.

What do you want to do?


Remove a resource assignment

Removing a resource assignment is not the same as removing a resource from a project plan. Removing a resource assignment will remove the resource's obligations to work on a particular tasks or set of tasks, but the resource can still exist in the project.

 Tip   To remove a resource from a project, on the View tab, click Resource Sheet. Select the resource, and then press the DELETE key.

To remove a resource's obligations to work on a task, do the following:

  1. On the View tab, in the Task Views group, click Gantt Chart.
  2. In the Task Name column, select and right-click the task from which you want to remove a resource.
  3. Select Assign Resources Assign Resources button image.
  4. In the Assign Resources dialog, in the Resource Name column, select the resource you want to remove.
  5. Click Remove.

 Notes 

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Remove an enterprise resource

In Microsoft Project 2010, you cannot delete enterprise resources (enterprise resources: Resources that are part of an organization's entire list of resources. Enterprise resources can be shared across projects.). Instead, you deactivate resources that you no longer need. This ensures that any information and project history associated with that resource is retained.

Deactivating a resource is done by using Microsoft Project Web App. Only a server administrator can deactivate a resource.

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Replace a resource assignment

  1. On the View tab, in the Task Views group, click Gantt Chart.
  2. In the Task Name column, select and right-click the task with the resource that you want to replace.
  3. Click Assign Resources Button image.
  4. In the Assign Resources dialog, in the Resource Name column, select the resource that you want to replace.
  5. Click Replace.
  6. In the Replace Resource dialog box, click the resource that you want to replace, and then click OK.

To replace the selected resource with multiple resources, hold down CTRL, and then click the resource that you want to add.

 Note   Project will not remove the resource if actual work (actual work: The amount of work that has been performed on a task or assignment. When you enter actual work on a task, the remaining work is calculated using this formula: Remaining Work = Work - Actual Work. Actual work is often referred to as "actuals.") has been completed on the assignment. The replacement resource is assigned the remaining work (remaining work: The amount of work, in terms of a time unit such as hours or days, that is left to be completed on a task. This is calculated as follows: Remaining Work = Work - Actual Work.) from the original assignment. You can adjust these work (work: For tasks, the total labor required to complete a task. For assignments, the amount of work to which a resource is assigned. For resources, the total amount of work to which a resource is assigned for all tasks. Work is different from task duration.) values, if necessary.

  1. In the Assign Resources dialog, in the R/D column, use the drop-down arrow to select Request or Demand.
  2. To specify the amount of work the new resource will perform on a task, in the Units list for the resource, enter one of the following:
    • Assign a single work resource full time to the task by typing 100%.
    • Assign a group of resources full time to the task by entering a percentage greater than 100 percent. For example, type 300% for a group of three operators working full time on the task.
    • Assign the consumption rate for a material resource by typing a number that indicates the amount of material to be used for this assignment.

If the amount of material used depends on the task duration (duration: The total span of active working time that is required to complete a task. This is generally the amount of working time from the start to finish of a task, as defined by the project and resource calendar.), enter the rate of use by adding a slash (/) and a duration. For example, if 20 yards of lumber is used per week, type 20/week or 20/w.

 Note   Cost information for the duration of the resource's time on the task is automatically calculated and shown in the Cost column. Double-click a Cost column field to enter different cost rate information for the resource.

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Applies to:
Project 2010