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Transfer Assignments to a Placeholder when the Person is Unavailable

Updated over 3 weeks ago

When an employee leaves, you can also use placeholders to reschedule the remaining assignments. Simply transfer the assignments to a placeholder and then use the Find Person button to find the right person!

  • 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 > Right click on the earliest assignment you wish to transfer

  • If you wish to move all the future assignments over, click on Select All to Right

  • If you wish to transfer only a few selected assignments, click on Enable multi-select Mode and select the assignments

  • Click Transfer

  • A split screen will appear. On the top left corner, 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

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