This process recording is for Clarizen Administrators who will set up and assign projects to the team of managers. A portion is relevant to Managers who create and assign out subprojects to co-managers, or reassign remaining work/unearned budget to a new manager in scenarios of account handoffs.
When process is followed these system and user needs are met:
Process update as of 10/28/2019 that are not reflected in video:
The following is a more detailed walkthrough of how to reassign a campaign that has earned value under one manager. This scenario shows a Customer Journey Lead-Based project reassignment. https://www.screencast.com/t/Gxux4G9Dq0