Transferring Resource Assignments

Use the Transfer Assignments feature to transfer future project and activity assignments from named resources to other named or generic resources. Any user who has access to the Transfer Resource Assignments page can perform a transfer. However, this is typically done by project managers, pool managers, resource managers, or pool administrators.

All future-dated project and activity assignments are available to transfer if:

• A project assignment is future-dated, and therefore the activities for the project are future dated.

  The system compares the earliest assignment start date with the current date to determine future-dated assignments.

• An in-process project assignment contains activity assignments that are future-dated.

• A future-dated project assignment does not contain any activity assignments.

During the transfer process:

• If the Transfer To resource does not already exist on the project or if the resource is not already assigned to an activity assignment that is transferred to the resource, the system assigns the UOM, bill rate type, cost rate type, cost budget item, and revenue budget item to the Transfer To resource's project assignment based on the value of these fields on the Transferred From resource's project assignment.

• You can transfer a project manager role only to a named resource on the Resources page, and the new resource assumes the project manager role. You cannot transfer a project manager role to a generic resource.

• If the transfer is from an activity owner, only named resources on the Resources page can inherit the activity owner designation for project activities.

When you transfer resource assignments using the Transfer Assignments page, you can:

• Select project assignment rows only without selecting activities.

• Select project assignment rows and activity assignment rows.

• Select activities without selecting projects.

If the Transfer From resource is managed in PeopleSoft Resource Management, and the project assignment is in a status other than Consider, the assignment is canceled as of the date specified on the page.

If the Transfer From resource's project assignment is Consider, the system adds the Transfer To resource to the project in a Consider status.

If the Transfer From resource's project assignment is in a Requested or Committed status, the Transfer To resource is added to the project in a Requested status. If PeopleSoft Resource Management Assignment Approval workflow is enabled and the user that initiates the transfer is the only designated approver, such as the project manager or Transfer To resource's manager, the system initiates a process to update the status to Committed and create assignments for a PeopleSoft Resource Management-managed resource. However, if the user who makes the transfer is not the manager of the Transfer To resource nor the project manager, and PeopleSoft Resource Management Assignment Approval workflow is enabled, the system sets the status to Pending Approval and triggers PeopleSoft Resource Management Assignment Approval workflow. The transfer process is the same for transferring a named resource to a named resource or a generic resource, except that the system does not create PeopleSoft Resource Management assignments for a generic resource.

For future project and activity assignments, the system processes the transfers based on whether the Transfer To resource is on the selected project or activity and which projects or activities you select to transfer.

When the Transfer To resource is not on the selected project or activity:

• If you select project assignment rows only without selecting activities, the system:

  • Adds the resource to the project with the same assignment schedule dates and units as that of the Transfer From resource.

  • Creates all of the assignment schedules with the same percent of day for the Transfer To resource if multiple assignment schedules exist.

  • Does not remove the Transfer From resource from the project because the resource still has activity assignments.

• If you select project assignment rows and activity assignment rows, the system:

  • Adds the Transfer To resource to the project with the same assignment schedule dates and units as that of the Transfer From resource.

  • Adds the resource to the selected activities with the same percent of day as the Transfer From resource.

  • Removes the Transfer From resource from the project and activity teams.

  • Cancels the PeopleSoft Resource Management assignments as of the date that the transfer occurs if the Transfer From resource is a PeopleSoft Resource Management-managed resource.

• If you select activities without selecting projects, the system:

  • Adds the Transfer To resource to the project with the earliest start date and the latest end date of the selected activities and set the units value to 100.

  • Adds the Transfer To resource to the selected activities with the same units value as the Transfer From resource.

  • Removes the Transfer From resource from the activity team, but not the project team.

  • Creates a new PeopleSoft Resource Management assignment if the Transfer To resource is a PeopleSoft Resource Management-managed resource. The primary project role will be the same as the Transfer From resource's project role and the assignment dates are the start date of the earliest activity start dates and the end date of the latest activity end date.

When the Transfer To resource is on the selected project but is not on the activity:

• If you select project assignment rows only without selecting activities and the project assignment dates of the Transfer To resource occur within the range of the project assignment dates of the Transfer From resource, the system updates the project assignment dates of the Transfer To resource to reflect the Transfer From resource's project assignment dates of the selected project.

  If the Transfer From resource's project assignment dates occur within the range of the Transfer To resource's project assignment dates, the system does not update the Transfer To resource's project assignment dates.

  If the project assignment dates for the Transfer From and Transfer To resources do not overlap, the system creates a new assignment schedule, project role, and units value that matches the values of the Transfer From resource. If the resource is a PeopleSoft Resource Management-managed resource, the system creates a new assignment detail row with the new dates, role, and units.

• If you select project assignment rows and activity assignment rows and the Transfer To resource's project assignment dates occur within the Transfer From resource's project assignment dates, the system updates the Transfer To resource's project assignment dates to reflect the Transfer From resource's project assignment dates of the selected project and adds the Transfer To resource to the selected activities.

  If the project assignment dates for the Transfer From and Transfer To resources do not overlap, the system creates a new assignment schedule, project role, and percent of day value that matches the values of the Transfer From resource. If the resource is a PeopleSoft Resource Management-managed resource, the system creates a new assignment detail row with the new dates. In addition, the system adds the Transfer To resource to the selected activities.

• If you select activities without selecting projects, the system adds the Transfer To resource to the selected activities.

When the Transfer To resource is on the selected project and activities:

• If you select project assignment rows only without selecting activities and the project assignment dates of the Transfer To resource occur within the range of the project assignment dates of the Transfer From resource, the system updates the project assignment dates of the Transfer To resource to reflect the Transfer From resource's project assignment dates of the selected project.

  If the Transfer From resource's project assignment dates occur within the range of the Transfer To resource's project assignment dates, the system does not update the Transfer To resource's project assignment dates.

  If the project assignment dates for the Transfer From and Transfer To resources do not overlap, the system creates a new assignment schedule, project role, and percent of day value that matches the values of the Transfer From resource. If the resource is a PeopleSoft Resource Management-managed resource, the system creates a new assignment detail row with the new dates.

• If you select project assignment rows and activity assignment rows and the Transfer To resource's project assignment dates occur within the Transfer From resource's project assignment dates, the system updates the Transfer To resource's project assignment dates to reflect the Transfer From resource's project assignment dates of the selected project.

  If the project assignment dates for the Transfer From and Transfer To resources do not overlap, the system creates a new assignment schedule, project role, and percent of day value that matches the values of the Transfer From resource. If the resource is a PeopleSoft Resource Management-managed resource, the system creates a new assignment detail row with the new dates.

• If you select activities without selecting projects, the system does not change the Transfer To resource's data as the Transfer To resource already exists on the selected project and activities.

For ongoing projects with future activity assignments, the system processes the transfers based on whether the Transfer To resource is on the selected project or activity.

When the Transfer To resource is not on the selected project or activity and you select to transfer activities, the system:

• Adds the Transfer To resource to the project with the earliest start date and the latest end date of the selected activities with a Units value of 100.

• Adds the Transfer To resource to the selected activities with the same Units value as that of the Transfer From resource.

• Creates a new PeopleSoft Resource Management assignment for this project with the same primary project role as the Transfer From resource if the Transfer To resource is a PeopleSoft Resource Management-managed resource.

  The assignment dates are the start date of the earliest activity start date and the end date of the latest activity end date.

When the Transfer To resource is on the selected project but is not on the activity and you select to transfer activities, the system adds the resource to the selected activities with the same Units value as the Transfer From resource.

When the Transfer To resource is on the selected project and activities and you select to transfer activities, the system does not change the Transfer To resource's activity schedule.

Use the Transfer Assignments page (RS_TRNSFR_ASSGNMNT) to transfer assignments from one resource to another.

Navigation:

Program Management > Project Definitions > Project Transfer Assignments

This example illustrates the fields and controls on the Transfer Assignments page. You can find definitions for the fields and controls later on this page.

Ongoing Project/Activity Assignments

The Ongoing Project/Activity Assignments grid displays all of the ongoing project and activity assignments for the selected resource. The columns in this grid are the same as the columns in the Future Project/Activity Assignments grid, with the addition of the Percent Complete column, which displays the percent complete of the project activity. This grid is display-only and these assignments are not available for transfer.

Use the Transfer Assignments Confirmation page (RS_TRNSASSGN_CONFM) to review the changes that the system will make as a result of the assignment transfer and confirm that you want to make the assignment transfer from one resource to another.

Navigation:

Click the Transfer Assignment button on the Transfer Assignments page.

This example illustrates the fields and controls on the Transfer Assignments Confirmation page. You can find definitions for the fields and controls later on this page.

Review and verify the list of assignments that the system will transfer when you click OK. If you do not want to transfer all of the assignments that are in the grid, click Cancel.