Deltek Open Plan Help

Using the Help Search
Using the Help Search
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Replacing Requested Resources for an Activity

During resource scheduling, if Open Plan suggests that you use the alternate resource for an activity, you have the option of acting on the suggestion.

This instructs Open Plan to replace the assignment for your requested resource with the alternate suggested by Open Plan.

For example, assume that you have specified RES.LAB.ENG.MECH.IKE for an activity, but will accept RES.LAB.ENG.MECH.KELLEY as an alternate if the requested resource is not available. As the result of resource scheduling, Open Plan suggests that RES.LAB.ENG.MECH.KELLEY be used.

In the Activity Resource Allocation dialog box, Open Plan identifies the requested, alternate, and suggested resources. If you choose to accept the suggestion, Open Plan makes the alternate resource the requested one.

Note, however, that this action may not have a permanent effect. Unless you lock the resource requirement, Open Plan may suggest either your requested resource or an alternate resource the next time you run resource scheduling. Therefore, it is possible for you to replace the requested resource with the suggested resource during one resource scheduling session and have Open Plan suggest your originally requested resource during a subsequent resource scheduling session.

Note: Once you have replaced the originally requested resource, future resource scheduling sessions may not allow you to undo the replacement. In the above example, for instance, restrictions on the availability of RES.LAB.ENG.MECH.IKE may result in Open Plan never suggesting that resource as an alternative to RES.LAB.ENG.MECH.KELLEY. You can, of course, always restore the original assignment by re-entering the information for the assignment in the Activity Details dialog box. However, to maintain flexibility in your resource assignments for as long as possible, consider replacing requested resources only for activities planned in the near future.

Related Topic

Related Procedure