Hello Jennifer, First, please understand this is how we figure it out but there might be a better way. So, if we want to be able to swap a user for a role here is what we do. First, on the project itself, it seems the only person that can do this is the person listed as the resource manager. So you need to go into each project or set it up in your templates who this person will be. I have 1 person assigned in the templates but then also put the project manager's name in there once the project is assigned. So we have 2 names in the Resource Manager field on the project details page. By doing this, either person can do the swap. We have found that if you don't have anyone's name in there, the project will not allow you to make the swap. Then, I click on "People" along the top navigation bar and then on the sub bar, I click on Scheduling. Once there, you should see the Filter and Swap buttons just underneath the sub bar. I then click on Swap. If I am listed as the resource manager on the project details page (see above), I should see in my list of projects drop down the project I want to change. If you don't see it, you might not be listed as the resource manager. I then select the project and right underneath there are 3 choices (radio buttons), Assign User, Swap User, and Unassign User. If no assignments have yet been made and I want to trade out the assigned role, from the template, to a real user, I select assign user. If assignments have been made and I want to trade out one resource for another I will select swap user, and if I want to unassign a lot of tasks for one user I select unassign user. Once I select assign user, I move to the 2 drop down fields underneath the 3 radio buttons mentioned above. In the first drop down, I can select the role I want to assign. Once selected, I can move to the 2nd drop down field, "Select user to Assign." This field will be populated based on the role assigned to specific users in your system. If someone is not showing up, you can look to make sure they are assigned to that role. If they are assigned to that role and still are not showing up, it means they are already allocated fully to other projects. Anyway, once you select the role and then select the user you want to swap for the role, you click assign. After that, you should get a notice for how many tasks that user was just assigned throughout the project schedule. Pretty fast. Layne Hedrick Somnio