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How to move a work / debt / credit record to another project

Dyango Chavez Cutino

April 08, 2011 17:36

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Hi,

Is there a way to move or assign a work record, or debt/credit to a different project?

Thanks,

Dyango

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7 comments

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  Rob Sherrard - Imageer April 08, 2011 19:09

  See http://support.oranged.net/entries/20007237-work-item-timesheet-organization

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  Dyango Chavez Cutino April 08, 2011 19:22

  That worked!

  Thanks,

  D

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  Philip Tobias April 28, 2023 17:24

  Since the above link to a solution no longer works, can someone provide directions on how to copy a debt/credit from one project to another in Studiometry 16.1.2?

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  Rob Sherrard - Imageer April 28, 2023 19:16

  In Project A, go to Work and Expenses and highlight the item(s) you wish to move. Right click and choose Copy.

  Go to Project B, Work and Expenses. Right click and choose Paste

  Once you're satisfied that the item(s) are now in Project B, go back to Project A and delete the moved item(s) there.

   

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  Philip Tobias April 28, 2023 20:08

  When I right-click an item in that listing, the menu does not display a copy option. What now?
  
  

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  Rob Sherrard - Imageer April 28, 2023 21:16

  My Studiometry is Windows based.running as a local server

  When I right click I get this drop down listt.

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  Philip Tobias April 28, 2023 22:07

  Aha. Once I examined your screen shot, I could see that we were each using a different view of a project and its debt/credits. That's why things initially did not work for me.

  So the copying and pasting has to be done from a project's separate Work & Expenses view - not from the similarly-named Billable Work & Expenses section of the Project Overview that I use 99% of the time.

  Thanks for taking the time to reply with a screenshot. Hopefully others in the future will now be able to navigate to the right view to copy and paste.