How to change the Brand in the project?

Created by Juraj Šufliarsky, Modified on Mon, 01 May 2023 at 07:10 AM by Juraj Šufliarsky

If you create by mistake a project with the wrong brand and it is already in use, hours are reported on it, and you can move the project under a different brand. Proceed in the following steps:

  1. Create a new project under the brand where it belongs

  2. Open a project which is under the wrong brand

  3. Go to „Budgets“

  4. Open assigned budget

  5. Duplicate budget (Fig. 33)

  6. Duplicate budget under brand a project

  7. Adjust the budget assignment date to match the project assignment date under the wrong brand

Fig. 1

  • If the project is under the wrong brand assigned expense?

  1. Expenses must be assigned to a project that is already under the correct brand

  • If the project is under the wrong brand and Invoiced?

  1. Edit ongoing invoices via the button “Edit”

  • If the project has Tasks

  1. Tasks need to be created under the correct project.

  • When all costs, invoices, budget and tasks on the correct project are adjusted, the Project under the wrong brand is empty. Now you can delete the project under the wrong brand. And continue to work on the project with the right one.

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