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.

1. Sign into the Client Portal.

2. Go to the Quotes or Projects module.

   Open

   

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.

   Open

   

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.