Swap a resource
How Does Swap Resourcing Work?
The swap resource feature allows you to change the person that is resourced without re-entering all the details. Click the swap button for the person to be replaced. Resourcing can be swapped to an existing person,or a new Shadow User can be created. All future resourcing for the selected person will be reallocated to the replacement person or a new shadow user.
Swap to an existing user
To swap resourcing from one person to another:
- Select “Resource a User” to change to an existing person.
- Find the person by typing their name, by selecting from the list or by using the filters. See the "search for a person to resource" page for more details.
Swap to a Shadow User
To swap resourcing from one person to a " Shadow Resource":
- Select “Resource a Shadow” to create a new shadow user to swap the resourcing to.
- Specify the attributes for the shadow user.
- One person at a time can be swapped.
- All future resourcing from the current week will be swapped
- Resourcing can’t be swapped to an existing Shadow User (a new one must be created)