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Bulk Replace a Resource on Multiple Projects


Start by going to the Resources module and search for the person's name.

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Click into their profile and go to the Projects sub nav.

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Check the boxes next to the projects you want to remove them from and press Replace.

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Search for the person who will take over their role on the selected projects.

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Then select the role you want the new person to take on. Press the green save icon when you are done.

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