Reallocate Job Entries by Batch
Use these steps to reallocate job entries from different jobs in one batch.
To batch reallocate job entries:
- Under the Jobs menu group, go to .
- In the Selection Criteria panel, use the available criteria to display the job entries you want to reallocate.
- Toggle on Show Lines to display the results.
- In the confirmation dialog that displays, click Ok.
-
To select job entries for reallocation:
- Click the Mark for Reallocation 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 hat are approved for invoicing. An error message displays if one or more of the selected entries have this status. - Click Approve Reallocation.
-
In the dialog box that displays:
- Enter information in the fields as needed.
- Click Continue.
- Enter information in the fields as needed.
- Click Approve Reallocation.
- In the warning message that displays, click Ok to confirm or Cancel to exit without reallocating the job entries.