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Planview Customer Success Center

When an Expense is transferred, is it possible to close the original project?

Question
When expenses are transferred from one project to another, do you need to invoice the expenses under the new project in order to close the original project ?

 


 

Answer
When expenses are transferred from one project to another you need to invoice the expenses under the new project in order to close the original project, because the expenses are not physically changed to reflect the new project's ID.