How To Replace Resource Assignments On In-Progress Activities? (Doc ID 908013.1)

Last updated on JULY 05, 2016

Applies to:

Primavera P6 Enterprise Project Portfolio Management - Version: 5.0 and later   [Release: 5.0 and later ]
Primavera P6 Professional Project Management - Version: 5.0 and later    [Release: 5.0 and later]
Primavera Contractor - Version: 5.0 and later    [Release: 5.0 and later]
All Platforms
***Checked for relevance on 21-Mar-2012***

Goal

This document explains how to replace Resource Assignments with a different Resource when the Activity is In-Progress (Started) and/or has Actuals.
  • "Cannot change Resource because the previous Resource already has Actuals."
  • "Cannot change Resource because the previous Resource already has Financial Period Data stored."
When a Resource Assignment has Actuals, P6 will not allow the user to replace the Resource for that Assignment with a different Resource.

Instead, the user must delete the Resource Assignment and add a new Assignment, then manually assign the Actuals to the new Resource Assignment.

Solution

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