Add a Work Package Transfer to a Change Request

Add work package transfers to transfer assigned quantities from one scope assignment in a work package to one or more work packages.

To transfer scope assignment quantities:

  1. In the object selector, select a project.
  2. In the sidebar, hover over Scope, and select Work Package Changes.
  3. In the table, select the ID for the work package change request.
  4. On the Work Package Changes details page, select the Transfer Scope Assignments tab.
  5. Select Add.
  6. In the Add Transfer dialog box:
    1. In the Source Work Package field, select the work package where the scope assignment is currently assigned.
    2. In the Source Scope Assignments section, use the search to locate the scope assignment. Select one or more items (Ctrl + click) and select Select.
  7. In the Source row, complete the following field:
    • Transfer Quantity: Enter the quantity to be distributed to one or more work packages.
  8. In the Destination row, complete the following fields:
    • Work Package: Select Select. In the Select Work Package dialog box, select the work package the scope assignment is to be transferred to.
    • Type: Select the type of transfer to be made on the scope assignment.
      • New: To add a new scope assignment for the destination.
      • Update: To update an existing scope assignment for the destination.
    • Scope Assignment: If the Type is Update, select the field and select Select. In the Select Scope Assignment dialog box, select the scope assignment to add additional quantities to.
    • Scope Assignment ID: If the Type is New, the ID is generated automatically based on project settings. Adjust as needed.
    • Transfer Quantity: Enter the quantity to be distributed to a work package.
    • Transfer Cost Rate or Transfer Cost: Enter the cost rate or cost. The field that was not populated will be calculated accordingly based off the Rate By setting.
    • (Optional) Transfer Start: Select the date the transfer will begin.
    • (Optional) Transfer Finish: Select the date the transfer will end.
    • (Optional) Cost Impact: Select to indicate there is a cost impact.
    • (Optional) Schedule Impact: Select to indicate there is a schedule impact.
    • (Optional) Description: Enter information about the transfer request.
  9. If there are remaining quantities to distribute, select the Context menu and select Add Destination.
  10. Continue to distribute remaining quantities.
  11. Select Save.

    Note: The Productivity Rate, Rate, and Rate By values of the new scope assignment in the new work package are inherited from the source assignment; however, these values can be updated as needed.


Last Published Monday, June 24, 2024