ProjectLoad Blog

Activities may now be transferred from one phase to another, even if that transfer crosses project boundaries and even if the activity already has actual hours associated with it from timesheet entries. This is particularly useful if someone has been posting their effort to the wrong phase or project or in conjunction with the “copy” function from the daily timesheets. An activity can be copied and then the copy can be moved to a different project or phase.

To move an activity to another phase or project, the activity must be open and the user must have sufficient authority to perform the transfer. Normally anyone who has the authority to edit the activity and the authority to add new activities under the target project/phase will be able to transfer the activity. However if the activity has any hours recorded on daily timesheets from a closed period, only an administrator may transfer it. For example, if some of the actual work hours reported on the activity occurred in a previous month and that month has been closed, then changing the actual hours may affect published reports.

The process of moving the activity is initiated from the activity editor. If you have sufficient authority to transfer the activity, a “Move To” button will appear at the bottom of the editor with a text box. Simply fill in some part of the name of the project you wish to transfer the activity to (it can be the current project if you just want to change phases) and click on the “Move To” button. A page will appear listing all projects that match the part of the project name you typed in the text box and that you have authority to add an activity to. Clicking on a project name will display a list of the phases of that project. Clicking on a phase name will transfer the activity including all forecasted hours and actual hours.