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Planview Customer Success Center

Transfer Cards Between Workspace Members (Resource Substitution)

If a member can no longer do the work he or she is assigned to, work can be transferred to another workspace member by assigning all of those unfinished cards to the designated workspace member. The transferred cards are automatically assigned to next workspace member.

To transfer cards between workspace members:

  1. Click the tool selector  tool selector new nav.png and select the Workload tool.
  2. Click the Greater Than symbol by the name of the member you wish to transfer assignments from. This will display their assignments within each workspace.

  3. Click  the double arrow (Transfer assignments).

  4. From the dropdown menu, select the member to whom you wish to transfer the assignments.
  5. Click the Transfer button. This will result in a Transfer success dialog box.

Transfer Assignments.png

Figure 1 - Transfer assignments

 

TransferDropdown.png

Figure 2 - Select member

 

Success.png

Figure 3 - Successful transfer of assignments

 

 


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