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Project Options | How to Assign or Reassign Projects

Learn how to search for projects, find unassigned projects, and assign projects to yourself or others within your org.

Tommy avatar
Written by Tommy
Updated over 2 months ago

Portal Users & Admins of companies enabled for "Project Assign | Re-assign" are able to search across your org's project database, locate projects that are unassigned, and even re-assign projects from one user to another.

Note: If you would like this feature enabled for your company, reach out to a PLNAR representative to get your team situated.

Video Tutorial:

Searching for Projects

To locate a specific project, follow these steps:

  1. Log in and Navigate to the Project Explorer page.

  2. Use the Search Bar and enter the Project ID, Ref# or Claim#.

    1. You can also filter the results by status, date created, or assigned user (if applicable).

  3. Click on the desired project to view its details.

(Check out this article on How to Find Projects)

Assigning | Reassigning Projects

Assigning a Project to Yourself

If the project returned via search, is "Unassigned", an "Assign to Me" link will be available under the "Initiated By" column. Simply click/confirm to take ownership of the project.

Refresh your screen, and voila! It will appear in your project list view.

Assigning or Reassigning a Project to Another User

Looking to re-assign a project from one user to another? Can do using the Re-Assign feature.

Using the same search technique outlined above, find the project you wish to re-assign. Click the gear icon next to the project name to open the Project Options menu.

With the menu displayed, click the RE-ASSIGN button to activate the field. Search for yourself or the assignee you wish to delegate the project to. Click SAVE to confirm.

Just refresh your project list for the settings to take effect.

*If you're using the Plnar Pro app, the newly assigned project will appear in the selected user's Project List within the app.

Do you have more questions regarding the Plnar Portal? Check out the answers to the most FAQ about the portal in our learning center here.

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