Project - Change Owner

Last Modified On: May 12, 2025

The Project Owner is the person responsible for the overall direction and success of the project.
 

In most cases, the Project Manager is the Project Owner. By default, the user who creates the project is assigned as the Project Owner, but this can be updated as needed to reflect the appropriate person responsible.
 

This help article will show you how to change the project owner.

Who Can Change the Project Owner

Only the current Project Owner or Salesforce System Administrator can change the project owner, and the new owner must be an active Salesforce user.

What Happens when the Project Owner is Changed

When the project owner is changed, the following updates occur:

• A new collaborator record is automatically created for the new project owner with permissions set to "Owner".
   
• The former project owner's collaborator record is retained, but the permission is automatically adjusted to "Viewer".
   
• The new project owner gains access to the project's related records (i.e. related Salesforce Tasks, Risk and Issues, etc.)

How to Change the Project Owner

You can change the project owner in three (3) ways:

• Edit the owner field
• From a list view
• Use the Change Owner button

Edit the Owner Field

You can change the project owner by editing the Owner field in the project details.

1. Open the project and go to the Details tab.
   
   
    
2. Locate the Owner field and click on the change owner icon beside it.
   
   
    
3. Search for and select the user who will be the new project owner. You may also choose to send them a notification email by setting "Send notification email" to TRUE. Then, click on Change Owner.
   
   

Change the Owner from a List View

You can change the project owner via list views in Salesforce.

1. From a list view, click on the dropdown at the end of the project row and select Change Owner.
   
   
    
2. Search for and select the user who will be the new project owner. You may also choose to send them a notification email by setting "Send notification email" to TRUE. Then, click on Submit.
   
   

Use the Change Owner Button

You can change the project owner using the Change Owner button in the project details.

Please note:

To make the “Change Owner” button available on the project detail page, your Salesforce System Administrator must first add it to the page layout.

1. Open the project and go to the Details tab.
   
   
    
2. Click on the Change Owner button.