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Planview Customer Success Center

Transferring Resources between Units

You can transfer resources from one unit to another.

  1. Navigate to Admin/Organization/Hierarchy.
  2. Select the unit that contains the resources that you want to move and click the Resources tab in the Unit Info pane.
  3. Select the resource(s) to transfer and click the Transfer button located in the toolbar. Use Shift-click to select a range of resources, or Ctrl-click to select non-adjacent records.
  4. In the Transfer to another Unit dialog, select the unit to which to transfer the resources and click Transfer.

transfer_dialog.png

Note that you can also move a resource to a different unit by editing the Unit field on the resource's Resource Info page.