Reassigning a Team Member

When you reassign a team member, the current team member becomes inactive and the new team member becomes active. Inactive team member can maintain their existing timesheet and activity data, but cannot be associated with future timesheets or activities. Inactive team members are also removed from the project pool.

Reassigned team members become inactive and can be reactivated from the Resource Listing page by filtering for inactive team members.

Notes:

• Only roles that do not require approval are available for reassignment.
• If an activity has timesheet data, it cannot be reassigned.
• You can reassign activities only if you have the Modify Project Manager (to reassign project managers) or Modify Team Member (to reassign team members) permissions.

To reassign a project team member:

1. Navigate to the Project Resources page by selecting (Project #)> Go To> Resources > Listing or by clicking the Resources link on the Left Navigation Bar within a particular project. The Project Resources page is displayed.
2. Select a project role. From the Actions menu, select Reassign Team Member.
3. Select a new team member.
4. For each activity associated with the current team member, you can select who the activity should be reassigned to.
5. Click Reassign Team Member.

See Also

Working with Project Resources

Assigning Resources to a Project

Re-assigning a Team Member to a Role

Reassigning an Activity

Edit Team Member Information

View Rate Change History

Using the EnterpriseTrack Email client

Using an External Email Client

Managing Your Team Picture

Deleting a Team Picture

Working with Resource Assignments

Create Request for Resource Allocation

Edit a Resource Allocation Request

Withdraw a Request for Resource Allocation

Reopen Resource Allocation Request

Release Project Resource Allocation

View a Team Member's Calendar