Edition: Professional, Business, Enterprise
User-level: Project Manager, Director, Assistant Administrator and System Administrator
Before editing the office for a project, ensure there are no draft invoices or WIP transactions on this project.
From Side Navigation, click Projects > Projects List
Open the project you want to change the office of
Click the ellipses at the top right and go to Edit Project:
Click the 'Edit' button to the right of the office
Select the office you want to assign this project to from the dropdown
Click 'Save' on the overlay message
Click 'Save' again in the top right-hand side of the project summary page
Tips!
If there are WIP transactions or draft invoices on the project, you will receive the following error message. Ensure all draft invoices have been deleted and transfer any WIP over to a different project temporarily.
If an office is not selected in your staff file, then you will not have access to that office. This means that you will not be able to edit the office for projects with that office, and you will not be able to select that office for projects.
