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Global change to change resource?

5 replies [Last post]
Fri, 2007-06-01 08:53
Matt Rudge
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Hi all,

Does anyone know if it is possible to change a type of resource via global change?

If so how?

Thanks,

Matt
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Replies

Fri, 2007-06-01 10:20
#1
Matt Rudge
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Oliver,

That is what I am trying to do however after setting up the Non-Labour resource it will not allow me to select it in the Global Change command

I have not got an budget/actual figures related to the resources so I thought it would be quite easy but for some reason it doesn’t like it!!

Matt
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Fri, 2007-06-01 10:07
#2
Oliver Melling
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Matt,

Having looked closer at global change it appears you can only filter by resource type and you can’t make a change between labour/nonlabour.

How about creating a new resource with the same name, tarif and calendar but as a non-labour resource. Then doing a global change to swap them over?

It may leave you having to input the budgeted/actual units though, not sure?

Oliver
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Fri, 2007-06-01 09:53
#3
Matt Rudge
User offline. Last seen 15 years 44 weeks ago. Offline
Joined: 12 Mar 2007
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Oliver,

Thanks for the help!

What I am trying to do and seem unable to though is to change resource type from Labour to Non-labour.

I firstly thought I could just change the type on the resource screen but it says I can’t do that as they are allocated to the tasks.

So I copied the resources which need changing and on the new version changed the type as required. I then tried to carry out a global change to change them. Unfortunately it will not allow me within global change assign a non-labour resource!

Any ideas how I can get round this?

The problem I have is I am importing P3 files via Suretrak and in Suretrak there are no options to change resource type.

Thanks,

Matt
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Fri, 2007-06-01 09:20
#4
Oliver Melling
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Matt,

Go on Global Change.

New.

(Select subject area) Activity Resource Assignments.

The rest is self explanatory.

A parameter of resource type will allow a change between labour, material etc.

A parameter for Resource NameID will allow a global change of resource. (Person specific)

Oliver
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Fri, 2007-06-01 09:11
#5
Bijaya Bajracharya
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Joined: 25 Feb 2005
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If you mean you want to assign resource B instead of resource A, it can easily be done by global change. If you want to change the type of resource A from say labour to material, you don’t need global change. Change it in resource directory and it will be reflected globally.
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