Transferring Project Assignments

You can transfer project assignments from one person to another person.

  • Only a Project Leader can transfer the assignments from one person to another.
  • A Project Leader can transfer task, risk and issue assignments from one project member to another member, when they are in any state other than the completed state.
  • During the transfer of assignments, if there are any exceptions, then those assignments that encountered the exception will be rolled back and the rest of the assignments will be transferred successfully. The error message includes the tasks that were not assigned.

For project tasks assigned by a route, see Working with Routes.

This task shows you how to:

Assigning the Details

Before you begin: Select the person you are transferring the assignment from. See Listing Project Members.

  1. From the page Actions menu or toolbar, click Transfer Assignment.



  2. In the To field, select the person to receive the assignment from the drop-down list.

  3. In the Types to Transfer field, check the boxes to transfer Task, Issue, and/or Risk assignments.

  4. Click Next.

Selecting Types to Transfer

  1. Select the types to transfer to the selected person.



    This page displays all the individual tasks, issues, or risks that can be transferred.

  2. Click each object that you want to transfer.

  3. Click Submit.

    An email notification is sent to the new assignees.