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How to switch a T&M Tag to a different project

If you submitted a T&M Tag to the wrong project you can easily switch it to a different project by following these steps.

If a user submits a signed T&M Tag to the incorrect project you can switch it by following these steps.

  • Navigate to the T&M Log page.
  • Select the T&M Tag with the checkbox in the left-hand column. 
  • Once selected you will see a new icon turn green in the header called "Project Reassign". 

  • Select the project you wish to assign the T&M Tag to.
  • Click on "Assign" and confirm you wish to switch the Tag to a different project.
  • Now your Tag will be related to the new project. 

Please Note: Since the T&M Tag is a signed document we intentionally do not allow edits to the PDF that was signed by your customer. So the original project name will still be listed on the T&M Tag PDF.