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    Swap Budget Resource

    Swap budget resource enables the possibility to replace existing Budget Entries for a Resource, Resource Group or Resource Sub Group for a different Resource.

    1. Select Budget > Swap Resource from the menu on the Project List, the Project Plan, or the Project Card.
    Field Name Description
    Options
    To replace
    Type: Specifies whether a Resource, Resource Group or Resource Sub Group will be replaced.
    - Resource Group No.: Specifies the number of the Resource Group for which entries will be changed.
    - Resource Sub Group No.: Specifies the number of the Resource Sub Group for which entries will be changed.
    - Resource No.: Specifies the number of the Resource for which entries will be changed.
    Replace with
    - Resource Group No.: Specifies the number of the Resource Group for which entries will be changed. The look-up list will change, depending on whether Type specified (above) is Resource, Resource Group, or Resource Sub Group
    Filter: Project Budget Entries Specify optional filters to narrow the Budget Entries to be replaced with the new Resource.
    - Project No.
    - Budget Version
    - Date
    +Filter Click + Filter to add additional filters.

    Click OK to swap the Resource on Budget Entries with the new Resource price, cost and dimensions etc.

    See Also

    Budget & Planning Added Capabilities

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