Moving Time and Expenses to different projects
KB Article #:
82032
Summary:
Moving Time and Expenses to different projects
Description:
How to move WIP from one project/phase to another
Resolution:  
For the Time that is not yet included in payroll:
  • The time can be moved in Manage > Time & Expense or Manage > Timesheets
  • Otherwise it can be moved through Manage > Client Invoices as long as it is not billed.
For Expenses entered in Expense Reports, if it's not yet processed:
  • It can be moved in Manage > Time&Expense or Manage > Expense Report. 
  • Otherwise it can be moved through Manage > Client Invoices as long as it is not billed.
For Expenses directly entered in Vendor Invoice, if it's not paid/partially paid
  • It can be moved in Manage > Vendor Invoices.
  • Otherwise it can be moved through Manage > Client Invoices as long as it is not billed.
For Expenses entered in In-house, if it's not billed:
  • It can be moved in Manage > In-House Expenses
Note: Everything above about moving time and expense from where it was originally entered, is moving one entry at a time. If batching is needed, it will need to be done in Manage > Client Invoices
In order to move time and expense WIP entry in Manage > Client Invoices, follow the steps below:
  1. Edit the Draft Invoice of the Project where the WIP is 
  2. Select the entries that need to move.
    Note: User can click Ctrl + A on the keyboard to highlight all entries within the tab or drag the mouse to highlight specific entries
  3. Right-click
  4. Select Change Project. 
  5. Select the project and new phase.  
    Note:  If it is the same project, just select the same project and the new phase 
How to move time to/from the Overhead/Marketing project?  
User can move time to/ the Overhead/Marketing project using the method above, to move time from the Overhead/Marketing project:  
  1. In Manage > Client invoices,
  2. Click the green funnel in the upper left section to change view. 
  3. Check the box Show Overhead Projects/Show Marketing Projects 
  4. Click OK. 
  5. Users can now edit the draft invoice for the Overhead/Marketing project and move time using the steps above.
 
Details  
 
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