Swapping out a Planner

[MarkHahn]

One of our planners has just left the company and she was very active in Workfront. For now we are just keeping her user active and others are logging in to her instance to manage the projects. What is the best way to deactivate her user and update the project owner and reports for the new user? Mark Hahn Corporate Marketing & Communications SEI New ways. New answers. ----- 1 Freedom Valley Drive, Oaks, PA 19456 T 610-676-4419 F 484-676-4419 "http://www.seic.com/" title="SEI Home Page"> www.seic.com Disclaimer: This e-mail and any files transmitted with it are confidential and intended solely for the use of the recipient(s) to whom they are addressed, even if addressed incorrectly. If you are not the intended recipient you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this by mistake and delete this e-mail from your system. SEI may archive and review outgoing and incoming email and may produce any email at the request of regulators.

[VicAl]

Hi Mark, You can use the Scheduling Swap tool (see screen shot). Or you can write a quick report to find all their assignments and then do a bulk edit. I think the scheduling swap tool would be easier, but I can't say I've actually used it. Vic Alejandro, PMP, CSM | IT | Sr. IT Project Manager Denver Water | t: (303-628-7262) | c: (303-319-6473) "http://www.denverwater.org/"> http://www.denverwater.org INTEGRITY | VISION | PASSION | EXCELLENCE | RESPECT

[BarryBu2]

Reports can be a problem - particularly if they are published in the interface. You may find it easiest to do a report on 'reports' that is filtered by the creator, run it as your admin account and create a copy of each of them. Then republish with the admin account owner instead of the planner owner. Barry Buchanan Work Management Australia