Bulk Replace a Resource on Multiple Projects

May 23, 2025
1 min read

https://youtu.be/nMkcYbUVv6M

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

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

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

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

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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Bulk Replace a Resource on Multiple Projects

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