How to Convert a Job to a Project

How to Convert a Job to a Project

1. Once the job status has been moved to “Placed” or “On Assignment.” Make sure to go into the shortlist and click into the placement record.

2. Then click on the financial tab and fill out the financial details as well as the placement start dates and end dates. Then click on “Save and Close.”

3. Go over to the right click on the action menu and then click on “Covert to Project.”

4. A pop up will appear and go ahead and click on “Yes.” You have now converted this job into a project.