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.
Points to Note
You can transfer assignments for only one person/placeholder on one project at a time. If you need to transfer assignments of multiple people or placeholders, you have to do so separately
You can only transfer assignments across people or placeholders within the same project. Transferring assignments across different projects is not supported at the moment.
You cannot transfer assignments to the same person who already has assignments on the project during the same period.
Select the assignments to transfer
If you would like to transfer one assignment, click on the assignment and click the Transfer button
If you wish to move all the future assignments over, click on the earliest assignment you wish to transfer, then click Select to Right
If you wish to transfer only a few selected assignments, click on Multi-Select Mode and select the assignments
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 with a filtered list of people who may be suitable to take up the work.
If you are transferring assignments from a placeholder, all placeholder requirements will be applied as filters to produce the filtered list (learn more here)
If you are transferring assignments from another person, only the Project Role will be applied as a filter:
Transfer to another Person
Learn more about the steps to transfer the assignments to another person here: Transfer assignments to a Person
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