Add Project to Multiple Clients feature not working
For completed or canceled and not recurring projects, you need to add the project using a method other than the Add Project to Multiple Clients feature.
note
If you're receiving a blank error with just an
OK
button, this may be due to having selected inactive clients to add the project to. Instead, you can do one of these:
- Add the project to each client individually: SelectSetup,Clients, then theProjectstab, or selectActions,Manage Projects, right-click the client and selectAdd Project.
- Make the project recurring: Open the project, selectGeneration, then a recurrence option other thanNone. If you select this option, you can assign the project to multiple clients at once, but the project will recur.