Use these steps to reallocate one or more job entries on a specified job.
To reallocate job entries:
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Under the Jobs menu group, go to
.
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Use the search filter and/or the
Search field to select a job.
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In the Selection Criteria panel, use the available criteria to display the job entries you want to reallocate.
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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 accrual entries or entries that are approved for invoicing. An error message will display when you try to select entries like these.
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Click
Reallocate To....
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In the dialog box that displays:
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Enter information in the fields as needed.
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Click
Continue.
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Enter information in the fields as needed.
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Click
Approve Reallocation.
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In the warning message that displays, click
Ok to confirm or
Cancel to exit without reallocating the job entries.