If you are using the Resource Request Workflow, refer to the steps for fulfilling a resource request here.
1. Identifying the potential candidate for the role
From the Project Planner or the People Planner, click on the 3-dot icon next to the placeholder, select Find Person
The requirements associated with the placeholder will be applied as filters to help you shortlist suitable individuals within the organization.
If there are no candidates available based on the original requirements, you can remove some filters to expand the search criteria, or click on the cross next to the Filter button to clear all filters
Hover your cursor on the Transfer button to preview how the assignment will affect each person's schedule:
2. Transferring the work to a Person
Once you've identified the right person, click Transfer
Determine if you want to delete the placeholder after the transfer
Keeping the placeholder will retain all the comment history
It also allows you to revert the action if needed
You may be prompted to determine the role if the person's default role is different from the placeholder's role:
The work will then be transferred from the placeholder to the Person.
The Project Manager and the person's line manager will receive an in-app notification that you have transferred the work to the person (if they have subscribed to resource request updates notifications)
3. (Optional) Rename the Original Placeholder
If you have decided to keep the original placeholder, it is strongly recommended that you edit the placeholder name and prepend it with "(Fulfilled)" so other users know that it's a resourcing request that has been fulfilled.
e.g. "(Fulfilled) Data Analyst Placeholder 011"You or the Project Manager can delete the placeholder when it's confirmed that it is no longer necessary
How do I undo the transfer?
From the People Planner, expand the person who has now
Right-click on the assignment
Click Transfer
From the lower screen, top left corner, choose Transfer to: Placeholder
If you didn't delete the original placeholder, select the original placeholder and click Transfer
If you have deleted the original placeholder, click Create and Transfer
