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ArticlesPSA: How To Properly Move an Approved Timecard From One Project to Another

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PSA: How To Properly Move an Approved Timecard From One Project to Another

To move business records, such as an approved timecard, from one project to another, specific conditions must be met. The Admin Global Edit setting on the timecard header must be set to "True". Audit Notes must not be blank. Additionally, the Actuals Configuration Option for "CalculationMode" must be set to "Scheduled".

  • May 8, 2019
  • Knowledge

Title
PSA: How To Properly Move an Approved Timecard From One Project to Another
Summary
To move business records, such as an approved timecard, from one project to another, specific conditions must be met. The Admin Global Edit setting on the timecard header must be set to "True". Audit Notes must not be blank. Additionally, the Actuals Configuration Option for "CalculationMode" must be set to "Scheduled".
URL Name
PSA-How-To-Properly-Move-an-Approved-Timecard-From-One-Project-to-Another

Release Version
Additional Notes
Procedure
The best practice to move business records (Timecard, Expense Report, Miscellaneous  Adjustments, Milestone and Budget) from one project to another is follow and satisfy the below 3 conditions on the Timecard Header: 

1) Admin Global Edit should flagged as "True"
2) Audit Notes should not be blank. 
3) Actuals Configuration Option “CalculationMode” should be "Scheduled" 
 
Objective
  • How to properly move an 'Approved' Timecard from one Project to another 
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Knowledge:PSA: How To Properly Move an Approved Timecard From One Project to Another