Introducing Resource Demand Transfer
This feature lets you transfer project assignments in bulk from one Team Member to another. You will use this in scenarios where a resource becomes unavailable and their project work needs to be assigned to someone else. Rather than doing this individually for each affected project, this feature will do it in one job, with you specifying suitable parameters to control the work being transferred.
Each transfer job is created, submitted and will run in the background. The system retains a history of these job.
Accessing Transfer Demand Feature
The Transfer Demand feature can be accessed from the top of the Team Members menu (above All Active Team Members):
The following options can be used to configure the Resource Demand transfer:
Click Save and Close.
Multiple new tabs will appear within this Transfer record, including Programmes and Projects. This will allow you to select which Projects (or Programmes) should be affected. Use Deactivate to exclude Projects from this process.
The following confirmation message will appear:
Use the Inactive Projects to Transfer view to Reactivate:
Once you are ready to kick off the Transfer process, click Process at the top of the screen, and the status will change to Scheduled, and then Completed.
Once the process has a status of Completed, the relevant Demand will have been transferred to the new Resource as specified.