A member leaves the project
Period end
Situation
A member moves on or leaves the company.
Recommendation
Reassign Tasks and meeting conclusions, approve pending time, then set them inactive.
Why
Doing this first avoids orphaned work and unapproved hours.
Steps
- Reassign their Tasks.
- Reassign open meeting conclusions.
- Approve pending time.
- Set the member inactive.
Avoid
- Remove the member while hours are still unapproved.
Roles & permissions
PM.