Transferring Demand to Other Resources

You may want to transfer a demand if, for example, you can satisfy a demand request using a different resource than the one requested. When a user is deleted from Accolade, you should delete or transfer any active demands for that user so the user can be removed from the resource pool.

Resource Planners can only transfer Assigned resource demands and only to resources in the same pool. To transfer a requested resource, the Project Manager can delete the resource and request a different resource for the project.

Note:  Transferring demand to another resource is currently only available through the Resource Planning page. To transfer demand to another resource using Resource Editor, you must first delete the original demand and then add a new demand with the correct resource.

To transfer demand to another resource:

1. From the Resource menu, select Planning.
2. In the Pools list, select the resource pool that contains the resource whose demand you want to transfer.
3. In the Resource column, click the name of the Assigned resource whose demand you want to transfer.
4. Click Edit Resource.
5. In the row listing the demand you want to transfer, select the Transfer to option and select the resource that you want to transfer the demand to.
6. Click Apply to save your changes.

Notes:    Demands in projects that are on hold or have been stopped are considered inactive and cannot be transferred. You cannot transfer an Approved demand. The Process Manager must change the demand type to Assigned. Then you can transfer it. (A user with both Resource Planner and Process Manager roles can change Approved to Assigned and then transfer.) Resource Planning is an optional Accolade component that you may not have access to. To implement this solution, contact Sopheon Customer Support .