You can reassign a project to another client (and change the primary client in the project's 'People' sub-tab) by changing the 'Project Client' in the Project Overview's Project Details.
- From the Projects Overview sub-tab, click on the Project Details 'edit' button
- Go to the 'Project Client' drop-down, select the new client to reassign the project to and click SAVE/UPDATE
What to do if the 'Project Client' dropdown is 'locked out' for editing
There are two instances in which the 'Project Client' dropdown will be 'locked out' for changing
There are two instances in which the 'Project Client' dropdown will be 'locked out' for changing
- Firstly, we have a system rule that every Project in RAVE needs to be assigned to a Client, and every Client in RAVE needs to be assigned to a Project. This may mean that you need to add a new build so the client has two projects - allowing you to reassign the target job to the new client, leaving the new job attached to your old client.
- Secondly, the 'Project Client' dropdown will also be locked out if there is a mis-match between the Project Details 'Project Client' and the 'Primary Client' as listed in the Projects 'People' sub tab - the fix for this is to:
- Go to to People's sub tab
- Add the correct current client via the Select a client dropdown + Add button
- Remove the existing (incorrect) Primary Client - this will reassign the Primary Client to the correct current client
- You can now change the 'Project Client' as per the instructions above