Fresh Projects

00:00: When time or expenses have been captured to the incorrect project and need to be

00:04: reassigned to a different project you can use the Time and Expense Migration Tool.

00:09: Let's take a look at how it works.

00:12: Click "Financials" in the Main Menu.

00:16: Then, click "Time & Expense Migration" to access the Migration tool.

00:22: Click "From Project".

00:25: Now,

00:25: select the Project that you want time or expenses removed from.

00:30: Click "To Project".

00:33: Now,

00:33: select the project that you want the time or expenses moved to.

00:38: You will now see all of the sub-projects from your original project.

00:44: You can now expand the view to see all staff members and expenses logged to these

00:48: sub-projects.

00:51: Now,

00:52: select the destination sub-project where you would like the item to be moved to on

00:56: your new project.

00:58: Once you have completed your selections you can click on Move and the transfer will

01:02: be completed.

01:05: You have now successfully migrated Time & Expenses using the Time and Expense

01:09: Migration Tool.