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Moving a Time Entry From One Project to Another
End users may want to move a time entry from one project to another. This is useful in any situation in which presales hours worked become billable after the sale is made, as well as in any situation in which time worked was incorrectly associated with the wrong project. The following procedure explains how to move a single time entry from one project to another, such as from a nonbillable project to a billable project.
To move a time entry from one project to another
- Navigate to the Projects screen.
- From the Show drop-down list, select the appropriate view.
- In the Projects list, select the project that is currently associated with the time entry.
- Click the Time and Expense view tab.
- In the Time and Expense list, from the Show drop-down list, select Time Adjustments.
- Determine whether the Projects field is currently displayed in the Time and Expense list; if not, use the Columns Displayed command to add it.
- In the Time and Expense list, select the time entry that needs to be moved.
- In the Projects field, click the select button to display the Pick Project dialog box.
- In the Pick Project dialog box, select the project that the time entry should be associated with, and then click OK.
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Siebel Professional Services Automation Guide Published: 18 April 2003 |