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Change client in "Edit Project" window

Neal Ericsson

May 09, 2016 18:27

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I'd like to be able to change the client that a project is assigned to in the "Edit Project" window. Thanks.

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2 comments

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  Oranged Support May 09, 2016 19:09

  Hi Neal,

  You can currently do this by selecting the Project and then choose Project Menu > Change Project's Client. You'll then be able to select a Client to move the Project and all of its information over to.

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  Neal Ericsson May 10, 2016 17:51

  Excellent. Thank you. I also found that I could change the client by dragging the project to another client within the "Clients" listing. As I was editing a number of jobs this afternoon, I was wishing that there was one place where I could edit almost all the properties of a project (rather than going to the Clients listing, or the "Edit Project" after editing other properties). I see that there are several ways to change the client association. Thanks for your quick response.