When a user with assigned tasks is removed from a project, you (Company Administrator, Project Administrator, or Administrator user) can reassign the removed user's tasks to an active user.
Note: In this scenario, you can only reassign tasks that have not been started, or tasks that are in progress.
In the case of a dynamic assignment (when a workflow is routed back to the previous step, and the task on that step was assigned to the removed user), Unifier enables you to send the task the new active user. This also applies to a situation in which a record must be sent back to review.
To reassign a task from a removed user to an active user:
- Go to Company Workspace tab (Admin mode).
- Click to expand User Administration.
- Click to expand Task Reassignment.
There are two sub-nodes under the Task Reassignment node:
- Active User Tasks
- Inactive User Tasks
The following explains each sub-node in details.
Setting up the Users (User Administration)
Owner Company or Sponsor Company
Partner Company or Member Company
Assigning Application Access to Primavera Unifier (Cloud Only)
Editing User Permissions at Company, Shell, and Project Levels
Importing User Attribute Form
Adding and Managing Company Users
Creating Partner Companies, Users, and Permission Settings (On-Premises Only)
Creating Partner Companies and Users (Cloud Only)
Adding and Managing Partner Company Users
Adding and Managing Groups
Integration Users
Managing Users in Bulk
Creating and Managing User Preference Templates
Creating an Approved Email List for Project/Shell Mailboxes
Editing, Deleting, and Finding Email Addresses
Importing and Exporting Email Addresses
Managing permissions and access control
Announcements Node
Working with the License Manager
Running System Usage Reports
Setting Permissions for Inbox
Setting Permissions for Unpublished Attachments
Active User Tasks
Inactive User Tasks
Reassigning Tasks (Workflow)
Reassigning Tasks (Scenarios)
Views
Workflow of Reassigning Tasks (Company)
Workflow of Reassigning Tasks (Project)
Reassigning Tasks Access Control
New Assignee Email Notifications