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Planview Customer Success Center

Cannot transfer / reassign a project

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SYMPTOMS:
When a user right clicks on project editor, the reassign project feature is grayed out. 
 
REASON:
The reason the reassign project feature is grayed out is because the project manager has to enable the option on the project.

RESOLUTION:
When a project plan editor takes ownership of a project, the project plan editor becomes the project manager and the project manager becomes a project plan editor. Project managers can take back ownership of a project when necessary.

Specifying access for project plan editors
1. Access the project.
2. Click Actions > Edit. The Edit Project dialog box appears.
3. Click the Access tab.
4. Do one of the following:
•In the Edit project plan list, select the resources to be project plan editors for your project.
•To add resources to the Edit project plan list, right-click in the list box and select Manage resources. For more information, see Adding a resource to your preferred resources.

5. In the Project plan editor access section, do the following:
• To allow project plan editors to assign summary tasks to resources, select the Allow to assign summary tasks check box.
• To allow project plan editors to create new tasks for the project, select the Allow to create new tasks check box.
• To allow project plan editors to delete tasks from project, select the Allow to delete tasks check box.
• To allow project plan editors to take ownership of the project, select the Allow to take ownership of the project check box.

6. Click Save.