Reassign a Case (Project) to a Different Code Name
Projects (Cases) that were already saved may have their enterprise code name reassigned. An existing enterprise code name may be selected or a new enterprise code name may be created. Projects (Cases) can be easily re-assigned to different enterprise code names allowing for easier project (case) management overall.
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Note: The project (case) name itself cannot be modified and will not change if the enterprise code name is changed. |
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From the Client Management treeview, expand the Client to display its Projects (Cases).
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Right-click the project (case) to display the context menu.
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Choose Modify Project from the context menu. The Update Project (Case) dialog appears.
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Do one of the following:
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Click to change the Enterprise Code Name drop-down menu to a text box. The changes to .
Note: Click to change the text box back to a drop-down menu.
Enter a new enterprise code name. A maximum of 256 Unicode characters are permitted. Ipro (Cloud) Services validates the uniqueness of the name, and if it is not unique, a prompt appears indicating to change the name. Once the enterprise code name is created, it will be available for selection from this point forward by clicking the drop-down menu. The new enterprise code name also appears in the Details tab for the Project.
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In the Enterprise Details section, click the Enterprise Code Name drop-down arrow and select an existing enterprise code name for the project (case).
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Click OK.
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