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Reassign a Team Member's Role on a Project

 

How to Reassign a Team Member's Project Role

To reassign all project tasks for a particular team member:

  1. Select Rates & Roles from the Actions  drop-down menu located to the right of the project name.
    Rates___Roles.png
  2. Locate the team member whose tasks you'd like to reassign.
  3. Select Reassign from the horizontal More  menu in the Actions column.MR-Reassign-Select.png
  4. Select the member to receive the tasks from the corresponding drop-down. The person you select from the drop-down menu will now have two roles on the project and all task assignments and scheduled hours will be moved to the selected member, even tasks that are marked as Completed .MR-Reassign-Person.png
    Note: If a team member has multiple roles on a project, the reassignment is done at the role level.
  5. Your changes automatically save. 

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