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Planview Customer Success Center

Why are the opportunity records grayed out in Transfer Records, while it is possible to edit the opportunity and transfer to the same resource?

In the Transfer Records view, the opportunities are grayed out because the target resource does not have access to them.  

If the target resource is given access to the opportunities, then the opportunities will be available for transfer. For more information, see the Security Access Reference.

There is more flexibility if you edit the opportunity manually because other required changes are enforced at the same time. For example, if you change the sales representative/client manager, then the staffing workgroup is changed automatically.