--- title: Clarity PPM | Replace a Resource on a Project description: Learn how to replace a resource on a project using Clarity PPM (CA PPM) Quick Tips. This video features Jerry Dolak, Vice President of Project Delivery. image: https://blog.regoconsulting.com/hubfs/Blog%20Images/2019/February/Replacements/Quicktips_Blog-Header.jpg --- [![Rego-Logo_Notag-Color-350](https://blog.regoconsulting.com/hs-fs/hubfs/Rego%20Guide%20Images/Rego-Logo_Notag-Color-350.png?width=224&name=Rego-Logo_Notag-Color-350.png)](http://regoconsulting.com) - [Home](http://regoconsulting.com) [![Quicktips_Blog-Header](https://blog.regoconsulting.com/hubfs/Blog%20Images/2019/February/Replacements/Quicktips_Blog-Header.jpg)](https://blog.regoconsulting.com/hubfs/Blog%20Images/2019/February/Replacements/Quicktips_Blog-Header.jpg) # Clarity PPM | Replace a Resource on a Project   ![Jerry_250](https://blog.regoconsulting.com/hs-fs/hubfs/Jerry_250.jpg?width=150&name=Jerry_250.jpg)Last week at the [RegoUniversity conference in Tampa](http://regouniversity.com), we sat down in the Open Labs with Jerry Dolak. Jerry is the Vice President of Project Delivery, and he kindly shared a CA PPM Quick Tip: How to Replace a Resource on a Project.  Watch the video here or on our [YouTube channel](https://www.youtube.com/channel/UCdA5xEiDrX--y2nVX2wC1UA), and read Jerry's advice on how to quickly change resources on a project following the video. Clarity PPM (CA PPM) makes the process easy, and you can even keep your project actuals. ## Clarity PPM Quick Tips| Replace a Resource on a Project, Video Demo \[embed\]https://youtu.be/\_L9sbsuF5lA\[/embed\] ## It's Easy to Change Resources on a Project in Clarity PPM If you want to take a resource off a project and replace him/her with someone else, it's a quick process, said Jerry. In Clarity PPM, select the "Team" tab, and next to the resource name, select the "Resource Finder." When you have a resource on a project, Clarity PPM actually populates the Resource Finder based on the role you're attempting to replace and the availability of those prospective replacements. If you have a good match, based on role and availability, you can select one or more resources to replace the person being reassigned. This allows you to move the allocation and any future ETCs from the resource you've removed to the new resource(s). By doing this quick fix, said Jerry, you'll keep all the project actuals you already had in place, and all it requires is using the "Resource Finder" in the "Team" tab within Clarity PPM. ------------------ If you liked this Clarity PPM Quick Tip, stay tuned. Several of our favorite regoUniversity conference instructors took the time to record a quick tip for us at regoUniversity. Do you have a Clarity PPM Quick Tip request? Leave your suggestion in the comments. And as always, you're welcome to [browse our nonprofit educational library](http://regoxchange.com) and [follow us on LinkedIn](https://www.linkedin.com/company/rego-consulting/) for free solutions. Join our mailing list below. ### **Let Rego Be Your Guide** Join us live and in-person at [RegoUniversity in San Diego Sept 29-Oct 2 ](https://www.regouniversity.com/)and learn from the expert guides who deliver Clarity PPM and Agile services to 60% of Fortune 20 companies. Act now to save $300 on Early Bird Pricing until July 1st. Rego also offers [free health assessments](https://regoconsulting.com/ca-ppm-health-assessment/), [webinars,](https://regoconsulting.com/events-ca-ppm/) and [half-day training classes for Clarity PPM](https://regoconsulting.com/free-pm-and-jaspersoft-training/) on Roadmaps in the Modern UX, Power BI, Portfolio Management, and Jaspersoft.  For a full list of Clarity Services, visit [regoconsulting.com](http://regoconsulting.com/).  By [Camille Pack](https://blog.regoconsulting.com/author/camille-pack)|May 12, 2015 #### Share on Social Media - [Tweet](https://twitter.com/share) ### About the Author: [Camille Pack](https://blog.regoconsulting.com/author/camille-pack) ![Camille Pack](https://blog.regoconsulting.com/hubfs/profile%20camille200-2.jpg) Camille Pack has been in marketing for over a decade and started her career as a college composition instructor during graduate school. Technical writing lends itself well to mastery, and in her time at Rego, Camille offered clients product support, configured environments, and served as both a project manager for an internal reporting group and a business analyst for a large external client. Camille holds an MA in Literature and Writing, and a BS in Biology. ### Related Posts ![blog_4_necessities_for_a_pmo_charter_gartner](https://blog.regoconsulting.com/hubfs/Blog%20Images/2018/February/4%20necessities/blog_4_necessities_for_a_pmo_charter_gartner.png) [Permalink](https://blog.regoconsulting.com/4-necessities-pmo-charter) #### [Clarity PPM | Four Necessities for a PMO Charter](https://blog.regoconsulting.com/4-necessities-pmo-charter) February 28, 2019 | [0 Comments](https://blog.regoconsulting.com/4-necessities-pmo-charter#comments-listing) ![upgrading_Blog](https://blog.regoconsulting.com/hubfs/upgrading_Blog.jpg) [Permalink](https://blog.regoconsulting.com/whats-new-in-ca-ppm-clarity-15.5-modern-ux-features) #### [Clarity PPM | Should We Upgrade to 15.5? - Modern UX Features](https://blog.regoconsulting.com/whats-new-in-ca-ppm-clarity-15.5-modern-ux-features) November 05, 2018 | [0 Comments](https://blog.regoconsulting.com/whats-new-in-ca-ppm-clarity-15.5-modern-ux-features#comments-listing) ![regoU-Blog-changes_Linkedin_523x273](https://blog.regoconsulting.com/hubfs/regoU-Blog-changes_Linkedin_523x273.jpg) [Permalink](https://blog.regoconsulting.com/clarity-early-bird-special-register-by-january-31st-to-save-300) #### [Clarity PPM | Early Bird Special at RegoUniversity](https://blog.regoconsulting.com/clarity-early-bird-special-register-by-january-31st-to-save-300) January 24, 2018 | [0 Comments](https://blog.regoconsulting.com/clarity-early-bird-special-register-by-january-31st-to-save-300#comments-listing) ![](https://blog.regoconsulting.com/hubfs/Podcast-episode6-01.jpg) [Permalink](https://blog.regoconsulting.com/the-ppm-podcast-episode-6-davey-zywiec) #### [Clarity PPM | The PPM Podcast: Davey Zywiec on Reporting Strategies](https://blog.regoconsulting.com/the-ppm-podcast-episode-6-davey-zywiec) December 20, 2017 | [0 Comments](https://blog.regoconsulting.com/the-ppm-podcast-episode-6-davey-zywiec#comments-listing) ![](https://blog.regoconsulting.com/hubfs/PPM-podcast-ep5_Blog_760x230.jpg) [Permalink](https://blog.regoconsulting.com/the-ppm-podcast-mindy-calderon-on-project-management) #### [Clarity PPM | The PPM Podcast: Mindy Calderon on Project Management](https://blog.regoconsulting.com/the-ppm-podcast-mindy-calderon-on-project-management) December 12, 2017 | [0 Comments](https://blog.regoconsulting.com/the-ppm-podcast-mindy-calderon-on-project-management#comments-listing) ![](https://blog.regoconsulting.com/hubfs/regU-5-star-01.jpg) [Permalink](https://blog.regoconsulting.com/ca-ppm-clarity-event-is-a-5-star-experience) #### [Clarity PPM | 5 Reasons You Can't Miss This PPM Conference](https://blog.regoconsulting.com/ca-ppm-clarity-event-is-a-5-star-experience) November 21, 2017 | [0 Comments](https://blog.regoconsulting.com/ca-ppm-clarity-event-is-a-5-star-experience#comments-listing) [![Rego Home](https://no-cache.hubspot.com/cta/default/2652075/655865ab-5c17-4a7d-8626-9917913749d3.png)](https://cta-redirect.hubspot.com/cta/redirect/2652075/655865ab-5c17-4a7d-8626-9917913749d3) [![Contact Us](https://no-cache.hubspot.com/cta/default/2652075/80445cd5-d730-4608-a09c-dcaaeff582b4.png)](https://cta-redirect.hubspot.com/cta/redirect/2652075/80445cd5-d730-4608-a09c-dcaaeff582b4) ### Subscribe to Email Updates [![Share on Facebook](https://static.hubspot.com/final/img/common/icons/social/facebook-24x24.png)](http://www.facebook.com/share.php?u=https%3A%2F%2Fblog.regoconsulting.com%2Fca-ppm-quick-tips-replace-a-resource-on-a-project%3Futm_medium%3Dsocial%26utm_source%3Dfacebook) [![Share on LinkedIn](https://static.hubspot.com/final/img/common/icons/social/linkedin-24x24.png)](http://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fblog.regoconsulting.com%2Fca-ppm-quick-tips-replace-a-resource-on-a-project%3Futm_medium%3Dsocial%26utm_source%3Dlinkedin) [![Share on Twitter](https://static.hubspot.com/final/img/common/icons/social/twitter-24x24.png)](https://twitter.com/intent/tweet?original_referer=https%3A%2F%2Fblog.regoconsulting.com%2Fca-ppm-quick-tips-replace-a-resource-on-a-project%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&url=https%3A%2F%2Fblog.regoconsulting.com%2Fca-ppm-quick-tips-replace-a-resource-on-a-project%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&source=tweetbutton&text=Clarity%20PPM%20%7C%C2%A0Replace%20a%20Resource%20on%20a%20Project) ### Recent Rego Articles ### Sign up for our Weekly Newsletter ![rego-logo-white](https://blog.regoconsulting.com/hs-fs/hubfs/rego-logo-white.png?width=205&name=rego-logo-white.png) As the leading PPM, Work Management, and Agile services provider, we have helped hundreds of organizations achieve a higher return on their software investment. ### CONTACT US Questions? 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