Replace a Booked Resource Using the Suggest Optimal Replacement Option

Use the Tasks submodule to select an optimal replacement for booked resources in tasks.

To use the Tasks submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To replace a booked resource using the suggest optimal replacement option:

1. On the main toolbar, click Jobs .
2. Select the job you want to modify, then click Open job from the toolbar.
3. Click Tasks.
4. In the Schedule drop-down field, select the schedule you want to modify.
5. Click the Tasks tab, then select a task.
6. In the top-right corner, click Booked resources.
7. On the Booked Resources subgrid, click List View or Matrix View if not already selected.
8. Under the Resource column, hover your mouse over the resource that you want to replace, then click Move booking to another resource.
9. In the Select task resource dialog box:
   1. Select the Suggest resource checkbox.
   2. In the Select Resource field, select a replacement resource.
      The list of resources is grouped into:

      • Optimal
      • By Position
      • By Job Team
      • By Skill
      • By Task Activity
      • By Total Capacities
      • (Other categories, if applicable, will be listed.)
   3. Click OK.