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Team workload and reassignment

See team work, a person's portfolio, and propose, review and confirm reassignments (PV02).

Branch Chief · Supervisor

/pdcc/portfolio/team
Live walkthrough · Team workload and reassignment
/pdcc/portfolio/team
/pdcc/portfolio/person
/pdcc/portfolio/workforce

Team Workload shows work across your supervisory hierarchy — separately from awarding and funding offices, which come from authoritative sources.

Reassignment

  1. 1. Spot imbalance

    Workload by person; capacity suggestions inform you.

  2. 2. Propose reassignment

    Choose the work and the new owner.

  3. 3. Validate

    Eligibility (capability and scope) is checked before commit.

  4. 4. Review & confirm

    An authorized reviewer confirms; reassignments from an authoritative source can be confirmed from that source.

  5. 5. Notify

    If notification fails, the committed assignment stays; only notification is retried.

  1. 1

    Open Team Workload

    Team & Portfolio › Team Workload.

  2. 2

    Open a person

    Person portfolio requires team scope.

  3. 3

    Propose reassignment

    Existing tasks stay assigned unless explicitly transferred.

  4. 4

    Track

    The Assignments view lists proposals and their status.

Tip — For one-off task moves you can also reassign directly from the task — see tasks and assignment.
Note — Assigning a contract's CO or COR is done on the contract — see contract team assignment.