Project Tasks › Update the Task Properties › Define the 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.

Follow these steps:

1. Open the Project ribbon.
2. Click Transfer in the Assignments group.
3. Select the name of the resource from the Transfer assignments from this resource drop-down list from which to transfer the assignment.
4. Select the task to transfer to the new resource in the task grid.
5. Select the name of the resource from the to this resource drop-down list to transfer the assignment to.
6. Complete one of the following steps:
   • 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 the 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 list to the resource listed in the Transfer assignments from this resource drop-down list.
   • Click the All left arrow button (All <) to transfer all assignments from the resource listed in the to this resource drop-down list to the resource listed in the Transfer assignments from this resource drop-down list.
7. Click OK.

More information:

Release Resources from Task Assignments