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Project Management

Blank error message when adding a project to all clients

When using the Edit Multiple Clients feature to add a project, selecting all clients may result in a blank error message and the project not being added. This occurs because inactive clients are included in the selection. To avoid this, filter the client list to show only active clients before selecting all clients.
Using the
Edit Multiple Clients
 feature to add a project and selecting all clients may trigger a blank error message with only an
OK
 button, and the project is not added.
When you select all clients, inactive clients with no left date are included. If any of those inactive clients doesn't already have the engagement linked to the project you're adding, the application can't add it. This causes the whole process to fail — the project isn't added to any client, and you get the blank error message.

Solution

Filter the client list in
Edit Multiple Clients
 to exclude inactive clients before selecting the clients to which the project will be added, as follows:
  1. Go to
    Setup
    Clients
    .
  2. Select
    Edit multiple Clients
    .
  3. Select the
    Add Projects
     option.
  4. If the
    Filter
     field following the
    Search
     field is not visible, select the arrow for the
    Search
     field to display the
    Filter
     field.
  5. In the
    Filter
     field, enter
    Status
    . Then, in the
    Method
     field, enter
    is
    . Then in the
    Select...
     field, enter
    Active
     and press
    Enter
     on your keyboard. The client list should now include only clients with Status equal to Active.
  6. Select the
    Select All
     button, then
    Next
    .
  7. Select the project you want to add to the selected clients, then
    Select
    .
  8. Select
    Finish
     to add the project to the selected clients.

This article applies to:

  • Product: Practice CS
  • Subject: Clients