Introduction
The Move Project data tool allows you to move a Project from one company to another company or sub-company.
Accessing the Data Tool
From the Data Tools panel within the Project Details page, click the "Move Project" button.
Steps Required
- Click the "Move Project" button (see above) - a dialog will appear.
- Select the target company or sub-company from the dropdown.
- Click the "Move Project" button to start the process of moving the Project from the origin to the selected target.
Restrictions
A Project can only be moved if you are the Company Administrator for both the target and origin companies, or set up as the Project Owner of the Project. To learn more about the permissions click here.
The only companies available for the Move Project data tool are the parent company (if it exists) of the origin company and other sub-companies in the same account. To learn more about sub-companies click here.
If there are delegated companies setup for the origin company, the Project will also be removed from the delegated companies. If there are delegated companies setup for the target company, the Project will similarly be added to the delegated companies. See here for more details on Project Delegation.
Usage and Statistics
From a Billing perspective, any Workloads used prior to the move will still count against the original source company. After the Project is moved, any further Workloads used will be counted against the company the Project has been moved to.
On the Project Dashboard, progress statistics (e.g. Records Uploaded, Workloads Coded, Percent Complete etc.) will continue to be based on the Project as a whole.