Reallocate a Job Entry

Use these steps to reallocate one or more job entries on a specified job.

To reallocate job entries

  1. Under the Jobs menu section, go to Job Administration > Job Reallocation by Job.
  2. Use the search filter and/or Search field at the top of the workspace to select a job.
  3. In the Selection Criteria panel, use the available criteria to display the job entries you want to reallocate.
  4. 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 accrual entries or entries that are approved for invoicing. An error message will display when you try to select entries like these.
  5. Click Reallocate To….
  6. In the wizard that displays, enter information in the fields as needed.
  7. Click Approve Reallocation.
  8. In the warning message that displays, click Ok to confirm or Cancel to exit without reallocating the job entries.