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ProjeQtOr free project management software - [SOLVED] Resource resign from the company - ProjeQtOr

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[SOLVED] Resource resign from the company

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20 Jui 2022 12:40 #1 by chandrashekhar
Resource resign from the company was created by chandrashekhar
Hi Expert,

What should be done in projeQtOr when resource resign the organization who is active in many activities. Please advise the steps.


 

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21 Jui 2022 14:26 #2 by Arkhanje
Replied by Arkhanje on topic Resource resign from the company
Hello, 

You can use the replacement on allocated resource on the project. 

Select in the allocation section the outgoing resource
click on the "replace allocated resource" icon  
Fill in the new resource and the date on which it will replace the resource
Validate

All the planned load for the outgoing resource will be assigned to the new resource from the date entered
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21 Jui 2022 14:56 #3 by chandrashekhar
Replied by chandrashekhar on topic Resource resign from the company
Thanks Arkhanje.
Would I need to mark closed in description TAB in resource after did steps you advised?

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22 Jui 2022 10:39 #4 by babynus
Replied by babynus on topic Resource resign from the company
Yes,
closing the resource will hide it from all lists.
Babynus
Administrator of ProjeQtOr web site
The following user(s) said Thank You: chandrashekhar

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22 Jui 2022 12:03 #5 by chandrashekhar
Replied by chandrashekhar on topic Resource resign from the company
I tried to close the resource after replacement activity, but it still showing validation message.
How can it be resolved?

 
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22 Jui 2022 12:27 #6 by babynus
Replied by babynus on topic Resource resign from the company
The resource is still responsible for 20 actrivities and 1 milestones that are not closed.
You must either close these items of change responsible.
Babynus
Administrator of ProjeQtOr web site

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