Reallocate Job Entries by Batch

Use these steps to reallocate job entries from different jobs in one batch.

To batch reallocate job entries:

1. Under the Jobs menu section, go to Job Administration > Batch Job Reallocation.
2. In the Selection Criteria panel, use the available criteria to display the job entries you want to reallocate.
3. Toggle on Show Lines to display the results.
4. In the confirmation dialog that displays, click Ok.
5. To select job entries for reallocation:
   • Click the Mark for Reconciliation action to select all displayed job entries; OR
   • Select the Reallocate checkbox on each job entry line you want to reallocate.
     Note: You cannot reallocate entries that are approved for invoicing. An error message displays if one or more of the selected entries have this status.
6. Click Approve Reallocation….
7. In the wizard that displays, enter information in the fields as needed.
8. Click Approve Reallocation.
9. In the warning message that displays, click Ok to confirm or Cancel to exit without reallocating the job entries.