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Planview Customer Success Center

Transferring Ownership of a Roadmap

Only the owner of a roadmap and administrators can transfer ownership of a roadmap.

  1. In the Roadmaps list, click ellipsis_CC.png > Transfer ownership. The Transfer roadmap ownership dialog appears.
  2. Select the new owner.
  3. Confirm that you want to change the roadmap owner by selecting the check box.
  4. Click Transfer ownership. The ownership is transferred to the new owner and the previous owner becomes an editor for the roadmap.