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Add, Delete button(s) greyed out on Project Management, Customer Splits window

Updated over a week ago

When a specific setting has been enabled in the Administrator to Allow Multiple Projects then it will only be possible to Add new Customers to a Project when:

  • The Project has never had any draft WIP containing any transaction lines associated with it.

  • This is including open (pending) draft WIP and processed (complete) WIP

    • **However a Project which once had a draft WIP that has only had allocation lines written off in it, can still have customers added to it**

**It is also possible to remove a customer from a Project. Providing:

  • There are no current open draft WIP

    • **Customers can still be removed from Projects, when the draft WIP have previously been processed**

To work out if your Project has had WIP entered against it, and so may be the cause of your Add or Delete button being greyed out (disabled):

  1. On the Project Management Window, click WIP

  2. On the WIP selection screen click History

    • This should show whether there are any draft, processed WIP on the project

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