Reassign Work to Another Resource

You can reassign work assigned to one contact on a project to another contact. This is useful if a team member leaves an organization, is reassigned to another project, or is no longer available to work on the project. When you reassign work, you can choose to keep the original start and end dates, or you can adjust them to reflect the availability of the new resource.

To reassign work on a project to another resource:

1. On the Resource Planner toolbar, click Edit Plan.
2. Do one of the following, depending on how the resource plan is grouped:
   • If the resource plan is grouped by contact, click next to the work stage or variation under the contact that you want to reassign work from.
   • If the resource plan is grouped by workstage/variation, click next to the contact's name under the work stage or variation that you want to reassign work from.
3. On the Swap Contact window, do one of the following:
   • To reassign the allocation to another member on the project team, use the Internal To Project tab to select the project member.
   • To reassign the allocation to a person within your organization that is not linked to the project, use the All Internal tab to select the internal member.
   • To reassign the allocation to a temporary role, use the Placeholders tab to select the placeholder.
   • To reassign the allocation to a contact outside your organization, use the All tab to search for and select the contact.
4. Click Confirm Swap.