Forwarding the project to another team member
This task explains how to forward a standard Project to the next team member in a workflow.
Before you begin
About this task
Workflow team members perform tasks in sequence. After completing a task, a user forwards the project to the next user and task in the workflow.
The user receiving the project then performs the tasks assigned to him or her in the workflow, and then forwards the standard Project to the next user. This continues until all tasks in the workflow have been completed.
Forwarding a project to another user transfers ownership. Only the current user (owner) can access the standard Project for modifications. However, the project always remains accessible to the SysAdmin or ProjMan, who can gather information about any task in the workflow, at any time.
The current user (owner) can modify the project's data according to the permissions assigned to his or her current role. For example, a project in the review task may allow the reviewer to modify an object's property sheet, but not edit the data.