Change the Project Won date

The Change Project Won Date tool can be used to update the “Won Date" of a Project. There are two common reasons to update the Won Date: (1) for reporting purposes so that the date a project was won is accurately reflected in sales reports, and (2) when a user has booked time on a day prior to the Won Date and the time need to be recorded against the Live Project rather than Cost of Sale.

1. From your Dashboard, go to the Admin tab by clicking the  icon. On the side navigation bar, you’ll see the heading PROJECTS. Select Change Project Won Date. Two boxes will appear under the columns Project and Won Date.

2. Find the Project you wish to change the Won Date for by typing the Project Number into the box under Project. A list of possible projects will appear in a drop-down list for you to choose from.

3. Select the Project that you wish to change the Won Date for.

4. Enter the new Won Date in the box under the Won Date heading.

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5. Click on the Save Changes button to save this amended Won Date. Your Project Won Date should now be changed.

Hey presto! You can now update a Project’s Won date, so that the date a project was won is accurately reflected in sales reports, and also, when a user has booked time on a day prior to the Won Date and the time need to be recorded against the Live Project rather than Cost of Sale.

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