Reassign a Task to Another Resource

Use these steps to reassign tasks.

To reassign a task to another resource:

  1. Perform one of the following:
    • In the BA, PEA, RO, or RP, navigate to the task that you want to reassign, locate the name of the resource to whom it is currently assigned, and right-click on that resource's name.

    • In Resource Management, navigate to the resource to whom the task is currently assigned, locate the task, and right-click on that task’s name.

      A shortcut menu appears that includes the Reassign option, as illustrated in the preceding example figures.

  2. Select the Reassign option on the shortcut menu.
  3. In the dialog box that displays, select the resource to whom you want to reassign the task, and click Reassign.

    The Web Component is redisplayed, showing the task reassigned to the resource whom you chose. Any bookings for the selected task are moved to the resource whom you selected for the specified period.