Has anyone had a need to replace one internal team member with another, in a large number of Work Area / Projects in Deliverables Management?
I’m trying to do a “Find and Replace” type of action – or something like that. I'm trying to avoid doing this one at a time. Any thoughts? Thanks.
Find and Replace option is not available, but you can delegate the pending items from one user to another. This way you will be able to replace the user.
Thanks for your response. I have used the "Delegate" feature in the past when a incoming Transmittal has been sent to the wrong recipient. Is there a way to delegate all responsibilities from one user to another on a large scale?
My quest is attempting to find a way so that I do not have to find the ex-user on all the projects they are added to, remove them from the project, and add the new user in their place.
Hi Ruth, currently it is not possible to find the transmittals in bulk and replace one of the recipients with others. You can export the transmittal data in raw format and then search, but the transmittals will have to be delegated individually.