How do I hand a project over from one department to another?
What gets lost in engineering offices is usually what falls between two departments: design assumed execution had taken it, and execution was waiting.
Steps
- Open the project from Engineering → Projects — Figure 1.
- At the top of the page you see the project’s current department.
- Press hand off to a department, choose the receiving department, and write a note explaining what you are handing over and what is still outstanding.
- The handoff stays pending until the receiving department confirms it or rejects it with a reason.
- On confirmation the current department moves and the dashboard counters change with it.
Notes
- A rejection is not a quarrel; it is the only way to record that the deliverables were not complete.
- Write in the note what was actually handed over (drawings, reports, approvals); that is the record you will come back to.
- A project sitting in one department for months is a delay signal worth asking about.
Screenshots
Figure 1
Try what you just read on your own data
Open a free 7-day trial — no credit card, with your own company link in minutes.