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Transferring placeholders

How to transfer assignments between people and placeholders

Lyssa Parisella avatar
Written by Lyssa Parisella
Updated over 2 years ago

In Runn, you can easily transfer work between people and placeholders.

1. Transferring from a person to a placeholder

  1. Right-click the assignment(s) you want to transfer

  2. Click Transfer. You'll enter Transfer mode.

  3. From Transfer to, select Placeholders

  4. Choose a placeholder or create a new placeholder.

2. Transferring from a placeholder to a person

Transfer all of a placeholder's work to a person. You can transfer assignments from both the Project and People planners:

From the Project Planner

  1. Click the 3-dot menu next to a placeholder

  2. Select Transfer. You will enter Transfer mode.

  3. From Transfer to, select People

  4. Choose a person and click Transfer.

From the People Planner

  1. Expand the placeholders row

  2. Expand the placeholder role

  3. Click the 3-dot menu next to a placeholder

  4. Select Transfer. You will enter Transfer mode.

  5. From Transfer to, select People

  6. Choose a person and click Transfer.

Note: If you are transferring placeholder assignments from the past, those hours will now be included in project totals.

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