How to move, reassign, or remove a position
How to manage Positions after they've been created — changing who fills them, editing their requirements, and moving them between projects.
Written By Lauri Eurén
Last updated 1 day ago
A Position is a Person's role on a Project (see What are Positions and Allocations?). Once it exists, you can change who fills it, edit what it requires, move it to a different Project, or remove the assigned Person — all without losing the Position's history. Creating Positions and assigning people for the first time is covered in How to staff a project from scratch; this guide covers managing them afterward.
Before you begin
Positions live on the Project's Team tab and on the timeline. Allocations — the timing and intensity of the work — are managed separately; see How to manage allocations
Change or remove the person on a position
To change who fills a Position, open it from the Team tab and assign a different Person. To remove the assigned Person and leave the Position open, click the Position and, in the popover, remove them as the assigned Person.
The Position stays in place with its role, requirements, and Allocations. An open Position still generates planned revenue and cost through the rate card, so it keeps contributing to the forecast even before someone fills it.
Edit a position's requirements
Open the Position to change its role, site, seniority, or required skills. The role and seniority drive the billing rate through the rate card, and site can affect cost and charge-out rates — so editing these changes the Position's planned financials. Required skills help Operating suggest suitable people for an open Position.
Move a position to another project
If a Position and its Allocations were added to the wrong Project, you don't need to recreate them:
One Position: open it, use the "…" menu (top right), and choose to move it to another Project.
Several at once: on the project detail page, go to Team → "…" menu → Move positions.
After the move, the Positions' financials reflect the target Project's financials (such as its rate card).
