06-16-2022 08:37 AM
I attached a wrong job to a project. How do I move it to the right project?
Solved! Go to Solution.
06-16-2022 09:05 AM
Hello Harley,
Select the job you want to move to another project. Tip: You can find the job using Search.
Go to Jobs & Appointments.
Select the job you want to detach.
From the Job Actions dropdown, select Detach from project.
Click Ok to confirm. Now you can attach the job to the correct project.
06-16-2022 10:03 AM
To build off that, keep in mind you can't detach it if it is the ONLY job on the project!
08-31-2022 01:28 PM
Looking for an answer to this actually - I created a project under the wrong invoice. So, I need to create the project under the CUSTOMER but I am going to need to attach that invoice to the correct project. Any way to undo that ONLY invoice so I can add it to the right project?
06-16-2022 09:05 AM
Hello Harley,
Select the job you want to move to another project. Tip: You can find the job using Search.
Go to Jobs & Appointments.
Select the job you want to detach.
From the Job Actions dropdown, select Detach from project.
Click Ok to confirm. Now you can attach the job to the correct project.
06-16-2022 10:45 AM
thank you!