Transferring between primary dimension members

To transfer between primary dimension members:

  1. Open the Position Assignments page.
  2. Click Position Details for the member you want to transfer.
  3. Click the Actions tab.
  4. Click Assign New Action.
  5. Click Transfer Out.
  6. In the Start Date column, specify the date for the transfer.
  7. In the Transfer Member column, select the destination member for the transfer.

    You can filter the destination member by clicking the search icon. See Filtering records for further information.