Overview


At times you may need to remove someone from Assignment A and place them onto Assignment B. You can easily transfer a Resource from one Project to another using the same Drag and Drop method as used when creating Assignments and filling Requests. This article will show you how to do so.


Getting Stared


  • First, begin on the Boards Page
  • Next, locate the desired Resource then select and drag the Resource from their old Assignment into the new Assignment field you'd like them to be
  • Enter the new Assignment details, then select Save or Save & Alert


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Note: Dragging and Dropping someone whose original Assignment has not yet started will completely remove the previous assignment history from their profile, as well as the Project history.


Transferring someone who has already begun their current Assignment will change the end date to the day before their new Assignment begins.


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Click HERE to watch the video relating to this article.


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