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Change the office in a quote or project

Change the office in a quote or project

Owned by Oksana Vishchuk
Last updated: Apr 19, 2024 by Damian Rozmiarkowski
1 min read

If you are using multiple offices, there is a possibility to reassign a quote or project to a different office.

  1. Sign into the Client Portal.

  2. Go to the Quotes or Projects module.

    CustomerP_Quotes_Overview_2014.png

  3. 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.

    CustomerP_Quotes_Change_Office.png

  4. From the Office drop-down menu, select the office to which this quote/project should be assigned.

  5. (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.

  6.  Click the Save changes button to confirm the update.