Role/Group Change, Task Reassignment for Future Resulting Records

Env: GBUCS

Primavera Unifier Version: 19.12.3 b-03042020-21

User: DUNNAL

• 1st role : PM
• 2nd role: CM
• 3rd role: PM (CM task re-assignee is ‘ALEXAE’)

 

We can transfer tasks that are currently assigned to Alan. How do we transfer all future/resulting tasks, so that [PM, DUNNAL] does not receive CM records?

 

For Ex:

1. DUNNAL completes CM Review on CN.
2. PM approves CN.
3. Admin Team requested to change DUNNAL from CM to PM.
4. Project Team Members update
5. Inactivate DUNNAL
6. Reassigns pending tasks to ALEXAE, new CM.
7. Re-activate DUNNAL, remove CM group, add PM group.
8. Contractor is unable to submit resulting CR, as last action CM is unavailable in CM Group.