Changing the project manager

Owned by Mike OB (Unlicensed)
Last updated: Mar 01, 2023 by Troy Sweet (Unlicensed)
1 min read

You can assign a ‘project manager’ to a project. This allows them to be notified when changes occur on the project, and they will be made aware when the client books the project.

You can set it in two places:

  1. Open a proposal and click the pencil icon in the top right corner.

     

  2. From the “Budget” tab if you scroll to the bottom