How to move requests with reported hours to another project – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

How to move requests with reported hours to another project

A request with reported hours can be moved to another project in the following situations:

  • When the request has time reports in status Reported, not status Accepted or Locked.
  • When all billable time reports of request are on revenue items with status Open.
  • When all expenses related to request are still editable.
  • When the request is not linked to any revenue item.
  1. Go to Projects & services > Requests.
  2. Edit a requests either by:
    • Click on the request and in the summary page click Edit or
    • Click the pencil icon of the request you want to edit.
  3. Change the Project field and click Save.
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