Replace Assignment

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The Replace Assignment command is used to replace a skill or named resource assignment with one or more resources that have the required availability.

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AVAILABILITY in the candidate list is a function of the TARGET REQUIREMENT. It is the total unused capacity during periods when there is demand for the replacement target up to a maximum of the demand.

A candidate may have more availability but it is not relevant to meeting the demand. The TARGET REQUIREMENT is a function of the REPLACE option buttons; All DEMAND and SHORTFALL

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The sheet is filtered to display the target resource and the replacement(s) with the demand distributed per the checkbox settings AND the Start and Periods specification (if any).

The values are highlighted in bold and the character "N" is placed in the Delta column for the replacement(s) and "R" for the target(s) to indicate that changes have been made to the records.

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WARNING:

Deleting a replaced Effort Forecast row deletes all past and future values (if any) even if they are not part of the current session download from the database.

The table below describes the behavior of the dialog for each to the possible combinations of what to replace and how to replace it.

Replace

Use Avail-ability

Target Demand Result

Replacement Demand Result

Shortfall

Checked

Target retains demand that target can satisfy plus any demand that replacements cannot satisfy

Replacement availability up to shortfall

Demand

Checked

Target demand is zero in all periods unless replacement availability is less than demand

Replacement availability up to all demand

Shortfall

 

Target retains demand that target can satisfy

All shortfall evenly distributed to replacement(s)

Demand

 

Target demand is zero

All demand evenly distributed to replacement(s)