Changing project owners and assigned tasks systematically

[donnaCh]

We had an individual leave the organization and we would like to systematically change the project owner and any assigned tasks to the new user is that possible or do we have to manually reassign each ticket? Donna Donna Charron

[pco88]

Hi Donna, Probably best to do a project report and filter to the specific project owner, then bulk edit the project to change project owners from the list. Same with task, create a task report, assigned to ID filter to the person and then bulk assign to the new user. Regards. Polly Co

[EricLu2]

Hi: I created a report that shows all assignments on active projects and active tasks assigned to a specific person. Then, I select all, Edit, and Assignment. Then I change the assignment name from the old user to the new. That preserves the planned hours for that user. I tried to use the Swap-a-roo functionality, but it only shows me active projects, not projects that are in planning or in an inactive status. Does that help at all? Thanks, Eric