How to Seamlessly Move Time Entries Between Tickets in ConnectWise Manage
Greetings, readers! Welcome to our comprehensive guide on managing time entries effectively within ConnectWise Manage. In this detailed article, we’ll dive into the intricacies of moving time entries from one ticket to another, ensuring you optimize your workflow and maintain accurate project tracking.
Understanding the Benefits of Moving Time Entries
Moving time entries between tickets offers several advantages:
- Consolidating Related Work: Group time entries related to specific tasks or projects, providing a clear overview of effort distribution.
- Accurate Billing: Ensure time entries are accurately billed to the correct clients or projects, preventing revenue loss.
- Project Management Optimization: Facilitate project tracking by aligning time entries with corresponding deliverables.
Step-by-Step Guide to Moving Time Entries
Follow these simple steps to move time entries:
- Access the Time Entry Grid: Navigate to the ticket that contains the time entry you wish to move. Click on the "Time" tab to access the Time Entry Grid.
- Select the Time Entry: Locate and select the time entry you want to move.
- Click on the "More" Button: A drop-down menu will appear; select the "Move" option.
- Select the New Ticket: A ticket lookup window will open. Search for and select the destination ticket for the time entry.
- Confirm the Move: Review the details of the move and click on the "Move" button to complete the process.
Advanced Features for Managing Time Entries
ConnectWise Manage offers advanced features to enhance time entry management:
- Mass Move: Select multiple time entries and move them collectively to another ticket, saving time and effort.
- Time Entry Splitting: Divide a single time entry into multiple entries, assigning them to different tickets or tasks.
- Time Entry Duplication: Create duplicate time entries for billing or reporting purposes.
Table: Time Entry Management Actions and Functions
| Action | Function |
|---|---|
| Move Time Entry | Transfer a time entry to a different ticket |
| Split Time Entry | Divide a time entry into multiple entries |
| Duplicate Time Entry | Create a copy of a time entry |
| Mass Move Time Entries | Move multiple time entries simultaneously |
Conclusion
Mastering the art of moving time entries in ConnectWise Manage empowers you to streamline project management, enhance billing accuracy, and optimize workflow efficiency. By incorporating the techniques and features outlined in this guide, you can seamlessly manage time entries and achieve optimal business outcomes.
Check out our other articles for more tips and insights on effective ConnectWise Manage utilization:
- [Link to Article 1]
- [Link to Article 2]
- [Link to Article 3]
FAQ About ConnectWise Manage Move Time Entry to Another Ticket
1. How to move time entries using drag-and-drop actions in ConnectWise Manage?
Answer: Select the desired time entries, hold and drag them to the target ticket in the Time Entry grid.
2. Can I move time entries from one company to another?
Answer: Yes, you can move time entries between different companies in ConnectWise Manage.
3. How can I move multiple time entries at once?
Answer: Select all the desired entries using the checkboxes, then right-click and select "Move".
4. Is it possible to move time entries from a closed ticket to an open one?
Answer: Yes, you can move time entries between open and closed tickets.
5. How to prevent moving time entries accidentally?
Answer: The system prompts you for confirmation before moving time entries. Ensure you verify the target ticket before proceeding.
6. What happens to the time entry’s other details when moved?
Answer: The time entry’s date, duration, and user assignment are retained when moved to a new ticket.
7. Can I move time entries that are associated with a project?
Answer: Yes, but you’ll need to remove the project mapping first before moving the entry.
8. Is it possible to move time entries with attachments?
Answer: Attachments are not automatically moved with time entries. You must manually attach them to the new ticket.
9. What if I encounter errors when moving time entries?
Answer: Verify that the target ticket has the same service type and that you have sufficient permissions. Check the system logs or contact support if needed.
10. How to move time entries using the API?
Answer: Refer to the ConnectWise Manage API documentation for specific methods and parameters related to moving time entries.
