Ability to Replace Project Members in Response to Staff Transitions

[bryanjnelson]

Although not super common, we often receive requests to replace a project member with a different project member. A common example of this would be an FPM transitions out of a role and another FPM takes over. The need would be to swap the project member out of about 20 - 40 projects. There are also use cases where an even greater number of projects are affected.

There is currently no easy way to achieve this functionality. Something that could achieve this would be a way through the API to mass update in bulk, likely with some options for only updating active projects, etc. Potentially an Admin UI piece could even exist to allow non-developers to perform the task.

┆Issue is synchronized with this Monday item by Unito

[sync-by-unito]

➤ Seth McKnight commented:

Although not super common, we often receive requests to replace a project member with a different project member. A common example of this would be an FPM transitions out of a role and another FPM takes over. The need would be to swap the project member out of about 20 - 40 projects. There are also use cases where an even greater number of projects are affected.

There is currently no easy way to achieve this functionality. Something that could achieve this would be a way through the API to mass update in bulk, likely with some options for only updating active projects, etc. Potentially an Admin UI piece could even exist to allow non-developers to perform the task.

[elisabeth-sorrell]

How do we want this to fail if there are any problems? I'm thinking there are two main options:

1. Fail-fast: if there are problems (e.g., the new member does not hold the appropriate roles) we fail the entire operation and do not swap any of the project members.
2. Skip: if there are problems with certain projects, we just skip those and go ahead with swapping the projects where there are no swap issues.

[bryanjnelson]

@CarsonF ☝🏼 ?