When an employee is unavailable or leaving the organization, you can transfer the work to another person or to a placeholder if you don't know who can pick up the remaining work.
1. Select the assignments to transfer
From the People Planner, expand the Person record to see their list of projects
You can only transfer assignments of one project to a placeholder at a time
Identify the Project > click on the earliest assignment you wish to transfer
If you wish to move all the future assignments over, click on Select to Right
If you wish to transfer only a few selected assignments, click on Multi-Select Mode and select the assignments
2. Enter Transfer Mode
Click on the 3-dot icon on the assignment, select Transfer All Selected:
⚡Pro Tip: Use keyboard shortcuts to quickly Select to Right and Transfer
Hover your cursor on the first assignment you plan to transfer, press Shift + right arrow key on your keyboard to Select To Right
Press T to Transfer
A split screen will appear. By default, all the people who have the same attributes as the original person will be displayed:
3a. Transfer to another Person
Hover on the Transfer button to see the impact on the person's availability if the work is transferred to them
Click Transfer if you want to transfer the assignments to them
3b. Transfer to a Placeholder
On the top left corner of the split screen, toggle to the Placeholders option:
Either create a new placeholder or alternatively, use an existing one from this project and click the Transfer button.
Repeat the same process for another project for this person as needed