If you need to reassign your budget or a project to a different client in Productive, follow these steps:
1) Changing the Client for a Budget Within a Project
To reassign the client company for a budget that's part of a project:
Go to the project sidebar and click on Edit project.
Select the new client company and confirm your choice by selecting Update project.
Important
The client will automatically update for all budgets, bookings, and time entries associated with this project.
Note: If invoices have already been issued, the client cannot be changed directly. See below for a possible solution.
2) Changing the Client for Standalone Budgets
To update the client for a budget not linked to any project:
Open the budget sidebar and click on Edit general budget info.
Reassign the budget to a different client company as needed.
Select Update budget to confirm your choice.
Note: If invoices have already been issued for the budget, the client cannot be changed directly. See below for a possible solution.
Practical Scenarios and Solutions
Option 1: Invoices Already Issued
If the existing client company has issued invoices, follow these steps to unlock the option to change the client:
Delete any issued invoices associated with the budget or project.
Once the invoices are deleted, repeat the steps to update the client.
Option 2: Duplicate and Reassign
If you’d prefer not to delete existing invoices or need to reassign only one budget out of several, you can duplicate the budget and assign it to a new client:
Duplicate the Budget
Create a copy of the budget and assign it to a new project (optional) under the new client.
Reassign Time Entries to the New Budget (Optional)
In the original budget:
1) Bulk-select all time entries by hovering next to the Time entry field and clicking the checkbox.
2) A blue toolbar will appear. Select Service, then choose the duplicated budget under the new client. All time entries will now be assigned to the new client’s budget.
