Projects - How to Change the Primary Client Assigned to an Project/Enquiry

Reassigning a Project to a Different Client

To reassign a Project from one client to another, you must transfer the Project's Enquiry to the new client. This action will:

• Update the Project’s client, and

• Change the primary client in the Project’s People sub-tab

• Reassign the Enquiry to the new client

Permissions Required

This is a permission-based action with two required permissions:

1. CRM Edit Permission

   • Users must have CRM edit rights to initiate a transfer.

2. Edit Locked Client Enquiry Permission

   • Required only if the Enquiry is already won (locked).

   • Without this, the transfer cannot be completed once an Enquiry is locked.

Permission Assignment

• The Edit Locked Client Enquiry permission is:

  • Automatically assigned to Branch Owners and Project Admins.

  • Optional for other Tier One users, except for Site Managers, who cannot be assigned this permission.

How to Change the Primary Client Assigned to a Project

To reassign a project to another client, follow these steps:

1. Open the Project's Enquiry
   Locate and click on the enquiry link related to the project. You can access this from various places, such as your Projects list or the CRM Leads & Clients list.

2. Access the Transfer Option
   On the enquiry profile page, click the 3-dot menu next to the enquiry reference.
   From the dropdown, select "Transfer to Another Client".

3. Select a New Client
   A ‘Transfer Enquiry’ pop-up will appear. Use the dropdown to select the new Primary Client.

4. Complete the Transfer
   Click 'Proceed' to confirm. This will transfer both the enquiry and the associated project to the selected client.

Select the Enquiry

Select the new client

Once you have confirmed who the new client is it will re assign both the Enquiry and Project to them.