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Project Management

Add Project to Multiple Clients feature not working

For completed or canceled and not recurring projects, you need to add the project using a method other than the Add Project to Multiple Clients feature.
Instead, you can do one of these:
  1. Add the project to each client individually: Select
    Setup
    ,
    Clients
    , then the
    Projects
     tab, or select
    Actions
    ,
    Manage Projects
    , right-click the client and select
    Add Project
    .
  2. Make the project recurring: Open the project, select
    Generation
    , then a recurrence option other than
    None
    . If you select this option, you can assign the project to multiple clients at once, but the project will recur.

This article applies to:

  • Product: Practice CS