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Changing Resources on an Activity with Actuals

4 replies [Last post]
Wed, 2012-10-10 11:11
Chris Melvin
User offline. Last seen 12 years 45 weeks ago. Offline
Joined: 10 Oct 2012
Posts: 4
Groups: None

Morning all!,

 

I need to clean up a database for my new company (poorly managed for a few years) and I am going through a process for rationalising the calendars and resources to start with.

Calendars has been an easy part but im struggling with the resources...

 

Basically we now have all manner of variations for the same resource eg;

Welder, welder1, welder-1, welder01 - they are all identical in every way except name.

 

Ideally id like to global change all those from above to just be "Welder" however in activities with actuals this isnt possible.

I have looked at various ways of doing it from exporting removing actuals then re-importing as new activites etc etc but all seems very time consuming and error prone for the number of projects we have.

Any ideas? they would be much appreciated.

 

thanks

 

Chris

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Replies

Thu, 2012-10-11 14:14
#1
Chris Melvin
User offline. Last seen 12 years 45 weeks ago. Offline
Joined: 10 Oct 2012
Posts: 4
Groups: None

Raymund,

A nice easy option!

 

Thank you very much!

 

Chris

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Thu, 2012-10-11 11:02
#2
Raymund de Laza
User offline. Last seen 38 weeks 2 days ago. Offline
Joined: 23 Nov 2009
Posts: 762
Groups: Civil Engineering, Pinoy Planning Planet Community

Chris,

On the resource pane.... select the unnecessary resources you wish to delete then right clik on it then select delete and once you are ask to replace the resources (resources assigned to any projects) with another resource then you can select the resource which one you want to retain.

 

Hope this will help...

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Thu, 2012-10-11 10:06
#3
Chris Melvin
User offline. Last seen 12 years 45 weeks ago. Offline
Joined: 10 Oct 2012
Posts: 4
Groups: None

Hi,

 

We have multiple "in progress projects" with hundreds of activities. 

Any activity (whether in progress, complete or not started) that has any variation of welder assigned to it i want to change to a generic Welder resource.

 

The plan being to remove all the unneccesary resources from the dictionary and ensure everyone is useing a core set of resources.

 

 

thanks

 

Chris

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Thu, 2012-10-11 09:04
#4
wang chao
User offline. Last seen 2 years 30 weeks ago. Offline
Joined: 21 Mar 2011
Posts: 7
Groups: Women in Planning & Scheduling (WiPS)

you  want to global  change Welder, welder1, welder-1, welder01 to be "welder"   when assigning to every activities?

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