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Resource Substitution

edited Jul 3, 2024 12:29PM in SuiteProjects Pro Discussions

<p>You can search for and substitute resources with similar profiles or job codes on a booking, directly from the booking list. <br/><br/>1. To enable the feature, navigate to My Account > Company > Settings > Resource options. Check the box to "Enable resource substitution searching on bookings", and from the dropdown below, select the criteria to use when searching (either profile or job code). <br/><br/>2. To search for substitute resources on a specific booking, administrators (and users with privileges to modify bookings) navigate to Resources > Bookings > List. To the right of the modify icon (the pencil) is a

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