how to reassign work to a different project manager

[kynabaker16]

Hi Erynn,

I'm sure the community would love to help out but we need a little more context as to what you're trying to do.

If you want to change project owners you could bulk reassign that, but if that doesn't help, maybe you can share a bit more about what you're trying to do so we can delve into it.

Thanks for being part of the Workfront community.

Kyna

[ErynnRe]

Apologies, I thought I was doing a keyword search for relevant articles.

My query is based on a recent departure of a primary project manager from a 3rd party team, and needing to reassign her projects in bulk. I've manually reassigned those that I've seen, but in the PEOPLE > WORKING ON, it still shows she has 133 active tasks assigned to her for various projects.

She is no longer with the company and all tasks need to shift to another user before I can deactivate the account.

[ErynnRe]

Any info on bulk reassignment would be helpful as well, as her projects will be shifting again in 2 weeks once her permanent replacement (new hire) is onboarded.

Thanks for your help!

[kynabaker16]

Hi Erynn,

Thanks for the context! There's this article that talks about modifying user assignments on tasks. There's also this blog I found that has a suggestion or two for creating reports to manage departing employees. I copied the parts I'm referring to below for easy access. This way you can make sure you clean up everything, not just the tasks that they were assigned to. Hope this gets you on the right path!

Kyna

Departing Employee Open Tasks

• Task Report
• Filtered By
  • Percent Complete less than 100
  • and Status not in Cancelled, Closed, Complete, Deployed, Done
• Prompts Selected
  • Assigned To ID in (Employee ID)
  • and Assigned To ID any

Departing Employee Reports

• Report Report
• Prompts Selected
  • Entered By ID in (Employee ID)
  • and Entered By Name any

Departing Employee Open Issues

• Issue Report
• Filtered By
  • Percent Complete less than 100
  • and Status not in , Closed, Done, Resolved, Cancelled
• Prompts Selected
  • Assigned to ID

Departing Employee Programs

• Program Report
• Filtered By
  • Is Active equal (case sensitive) true
• Prompts Selected
  • Owner ID in (Employee ID)
  • and Owner Name any

Departing Employee Portfolios

• Portfolio Report
• Filtered By
  • Is Active equal (case sensitive) true
• Prompts Selected
  • Owner ID in (Employee ID)
  • and Owner Name any

Departing Employee Projects

• Project Report
• Filtered By
  • Status not in Cancelled, Complete, Dead
• Prompts Selected
  • Owner ID in (Employee ID)

Departing Employee Owned Templates

• Template Report
• Prompts Selected
  • Owner ID in (Employee ID)
  • and Owner Name any

Departing Employee Owned Documents

• Document Report
• Prompts Selected
• Owner ID in (Employee ID)