Contents of the Key Convert Projects' Organization Form

Select the project, phase, or task whose organization you want to change.

Field Description
Project Click to search for and select the project whose organization you want to change. Ajera CRM displays the name of the project, and inserts the current organization for the project, phase, or task in the Existing Organization field.
Phase If applicable, click to search for and select the phase whose organization you want to change.
Task If applicable, click to search for and select the task whoseorganization you want to change.
Existing Organization This field displays the existing organization for the project, phase, or task.
New Organization Click to search for and select the new organization.