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Change the office in a quote or project
Change the office in a quote or project
If you are using multiple offices, there is a possibility to reassign a quote or project to a different office.
Sign into the Client Portal.
Go to the Quotes or Projects module.
On the quotes/project list, click the office's name of the quote/project you want to update. The Change Office pop-up window appears.
From the Office drop-down menu, select the office to which this quote/project should be assigned.
(Optional) If there is a need to change the price profile, select the new one from the Price Profile drop-down menu.
If you have selected a different price profile, select the Recalculate Price Profiles checkbox in order for the new prices to take effect.
Click the Save changes button to confirm the update.
, multiple selections available,
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