Replacing or Swapping People in your Team

Swapping People Out in the Team Screen

  1. Navigate to the Team Screen
  2. Select a Team Member
  3. Click the "Update" button
  4. Click the "Swap Contact" Button
  5. Type the Name of the New Contact and Save
  6. Your new Contact will appear everywhere in the Project that the previous one did including in the Timeline and on all your Schedules

    Adding a Person to a Role 

    Propared lets you add a Role to a Project Team before you who know who will fill it.  Once you know who will fill the role you will follow the same instructions as Swapping People Out in the Team Screen.

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