The Reassignment Tool is used to delegate the work of one user to another user or multiple users. With this tool you can reassign all:

•Appointments

•Tasks

•Projects

The tool lists all projects. However, you can only reassign projects that have the option to be assigned to a user.

When you reassign a project, the tool also reassigns all incomplete tasks and future appointments part of that project.

Note: If you want to reassign all tasks and appointments as well as projects, the tool first reassigns projects and their related tasks and appointments, and then reassigns tasks and appointments that are not related to any specific project.

Important: For performance optimization, the tool reassigns large numbers of projects in small batches of 10 project records. If any record within a batch fails, the tool skips the entire batch and the next batch in the sequence executes. You can view the log for specific information about a failed batch. It is recommended that you reassign large groups of projects during off-peak hours.

To reassign work

1.Click the Tools tab. 2.In the Tools section, click Reassignment Tool. The Reassignment Tool page opens. 3.Select or search for the user whose work you want to reassign. 4.Select the check-box for the Record Type that you want to reassign. Record Type on the Reassignment Tool 5.For each record type that you want to reassign, select the appropriate option in the Setting drop-down list: oAppointments—Select Future for appointments that have not occurred or Future and Past for all appointments. oTasks—Select Incomplete for tasks without Completed as the Status, or select Un-posted for tasks that have not be posted. oProjects or custom objects—Select the appropriate option. The options are most likely Open projects or Open and Closed projects. 6.In the New Assignee column, select or search for a user to be the new assignee of the selected record types. 7.Click Reassign.

The status of the reassignment appears in the Status column. If the reassignment was successful, the status looks like the following image.

If the reassignment of a related task or appointment fails, for example, a record is pending approval at the time of the reassignment, the project reassignment fails as well. When the record reassignment is complete, a message displays the number of records successfully reassigned and the number of failures. You can view the log for detailed information. If the reassignment failed, the status looks like the following image.