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Changing or reassigning the project manager for multiple projects as your department changes or grows
  • This procedure will allow you to do the following:

    • Change or reassign the Project Manager for multiple projects

  1. From the topmost menu in XTM Cloud, click on the Projects tab.

  2. Click on the Actions tab located to the right of the thirdlevel menu.

  3. From the project list that appears select the project(s) whose Project Manager will be reassigned. If no selection is made the changes that will be made will apply to all projects on the list.


    Use the Advanced Project Filter criteria so that only relevant projects are shown in the project list. Save these searches as a project filter for reuse.

  4. Click the dropdown list that contains the words choose , and select Manage projects.

  5. Click the Run button just to the right of the dropdown.

  6. From the ensuing popup click the General tab.

  7. Go to the new Project Manager section and choose the new Project Manager from the drop down list.

  8. Scroll down to the bottom of the screen and click the Save button.