With business needs, work needs to be redistributed from one resource to another. Between the Team Working On Calendar and the Swap tool (or Actions in the staffing tab, with new option to turn off role restriction), we are very close. Just want to tweak the job role restriction.
Currently, the PM has to go through the tasks manually to update Jr. Copywriter to Sr. Copywriter. Can’t bulk edit because the hours are different on each task. So they’ve been just adding Jr. Copywriter to the new person but that messes up billing and cost once actuals are on the project.
Solution Idea: It would be great to swap a user for any other user in the system but then a pop-up box comes up and lets you know they have a different job role. PM/RM can then decide if the user AND the role change on those tasks or if they need to find someone with the same role.
Example: Bob is junior copywriter. He is out on paternity leave and we need to move his project over to Sally. The PM gets a pop-up that says that Sally is a Senior Copywriter, do they want to swap Bob for Sally and move all the planned hours to a Senior Copywriter or do they want to cancel and find someone who is a junior copywriter?