Manage Projects › Update Task Data › About Defining Task Resources Properties › Transfer Task Assignments between Resources

Transfer Task Assignments between Resources

When you have resources of the same type assigned to work in your project, you can transfer those tasks from one resource to another on the project. You can choose to transfer all assigned work or specific tasks to a new resource.

When you transfer assignments:

• If the resource from which you are transferring the assignment has not posted actuals on the task, the resource is removed from the task.
• If the resource from which you are transferring the assignment has posted actuals on the task, the resource remains assigned to the task and the remaining ETC is transferred to the new resource.

To transfer task assignments between resources

1. Select Transfer from the Assignments group in the Project ribbon.

   The Transfer Assignments dialog box opens.

2. Select the name of the resource from which to transfer the assignment from the Transfer assignments from this resource drop-down.

   The resource's task grid populates with a list of all the tasks assigned to that resource.

3. In the task grid, select the task to transfer to the new resource.
4. Select the name of the resource to which to transfer the assignment from the to this resource drop-down.

   The resource's task grid populates with a list of all the tasks assigned to that resource.

5. Do one of the following:
   • Click the right arrow button (>) to transfer the selected task from the assigned resource to the new resource.
   • Click the All right arrow button (All >) to transfer all listed assignments from the assigned resource to the new resource.
   • Click the left arrow button (<) to transfer assignments from the resource listed in the to this resource drop-down to the resource listed in the Transfer assignments for this resource drop-down.
   • Click the All left arrow button (All <) to transfer all assignments from the resource listed in the to this resource drop-down to the resource listed in the Transfer assignments for this resource drop-down.
6. Click OK.

   The Transfer Assignments dialog box closes.

More information:

Release Resources from Task Assignments