Re-assign a project task to a participant

If you need to change who is working on a task, you can update the project assignment to choose a different participant. If you want to remove a participant from a project, you must remove them from all assignments first.

You must have participants in the project.
Before you can add a participant to an assignment, the user must be a member of the project team. Follow the steps in Add participants to a project.

To re-assign a project task to a participant:

  1. Click Projects_TopMenuOpt Projects.
  2. On the Project Management tab, double-click to open the project that contains the assignment you want to update.
    You can also open a project by:
    • Right-clicking the project and then selecting Open.
    • Clicking Action_Menu the Options menu and then selecting Open.
  3. In the Assignments pane, right-click the assignment that you want to update, and select Update...
  4. On the Update Assignment dialog, in Assigned To, select a new user or role.
    Make sure you assign work to a participant who has access to the component, otherwise you will see an error when you click Update.
  5. Click Update.
    Results:
    • Participants associated with this assignment receive an email notification that changes were made to the assignment.
    • If you are the Project Coordinator and a participant for the assignment you just updated, you won't receive an email notification.

    If you try to assign work to a participant who doesn't have access to the component, you will see an error.

    • The error tells you the name of the restricted component.
    • You are returned to the Create Assignment screen to change the participant or the component.
    • For details on how to set permissions, refer to: Set permissions.