Moving a project between clients

You can re-link a project to a different client, if necessary. When you move your project, the entire project including slips, files, web references, and other project related data is moved as well.

To move a project between clients

  1. Select the project.
  2. Hold down the mouse and drag the project to the client window.
  3. Drop the project on a client of your choice.

    Billings Pro shows a blue rectangle around the selected client to confirm that the project is being moved to that client.

Billings Pro also enables you to drag a slip from a project to a client in the source list and then drop the slip into a project of that client.

See also

Moving a slip between projects