Easily move a Yard Item to another Project instead of returning it to the yard and re-dispatching it.
Overview
Where you have a large project in progress, and you have it broken down to separate projects for each stage, you may wish to move Yard items that remain on the same work site to the new stage/project when one stage is completed and the next stage begins.
In this case, the Move Items feature allows you to easily move items directly to the second Project without having to go through the process of returning each item from the completed project and rebooking and re-dispatching them for the next project. This means that the yard items are correctly recorded against the correct project, so they are invoiced correctly to the appropriate stages or projects.
Return / Transfer Yard Items to a Different Project
Instead of returning a yard item to the yard, you can transfer it to another project.
TIP: To read about returning the yard item to another yard, read Return Yard Item to a different Yard.
- Start at Yard > Return.
- Click Search to see all projects that have Items to return.
- Highlight the Project you want.
On the right side of the screen, the Items for that Project are displayed.
- Tick the item/s you wish to return.
- Click the down arrow beside Return selected and then click Move to a new project.
Now in the dialog for Move to New Project:
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Enter the details for Moved by and the new Project, and click Save.
This will create a delivery docket and mark the item for the new Project. You don't need to dispatch the item to the new Project.
This process will mark the items as Returned from the original Project, so they can now be invoiced.
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Last updated: 4 June 2024