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Automatic Update Policy for Project Service
The Project Service (PS) solution will enable system-driven, automatic updates, in alignment with other Microsoft announcements that have highlighted the improved update process for Dynamics 365.
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My project from 1 Jan 2019 to 30 Mar 2019 and I book a resouce already, but I woudl like to change this resource to another resource in 15 Jan 2019 - 25 Mar 2019.
How to do it in PSA?
Thanks in advance
Is this PSA V2 or V3?
Go to schedule board. go to hours view. Select the allocations. Right click on it and select substitute resource. Select the new resource and then you are all done.
The above is suggested if the project is made in PSA v2.
This method leaves a GHOSTED original Team Member assignment record on the project. See below - it was assigned to ERIC, I re-assigned to IAN using the Scheduler board. Now, Eric still shows with ASSIGNED. This causes issues with LOOKUPS on the Resource Hub, as IAN cannot select any of the PROJECT TASKS for Quick Ticket 1 since he is not assigned. There seems no method to simply re-assign?!?!? Frustrating -
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