Move existing time entries to another project or task from a project or opportunity Time tab. Use this when you need to reallocate entries between jobs, including from an opportunity onto a project. This is separate from the timesheet List or Calendar views. For a single entry on an editable draft timesheet, see How to edit a time entry instead.
Winning or converting an opportunity does not move its time onto the project automatically. Time logged on the opportunity stays there until you recover or move it.
You need permission to edit those entries. A project role with Edit All Time Entries covers editing task time on those jobs, including from the project’s Time tab. See Drum Permissions for when to use each option.
Recover time into a won project
If you still need to create the project, convert or create the linked won project first. That step does not move the time. When the opportunity has a linked won project, use Recover Time In Won Project on the opportunity Time tab. It picks the won project for you and keeps the modal open so you can work through the list.
Open the opportunity.
Select the Time tab.
Select Recover Time In Won Project. The button only shows when the opportunity has a linked won project you can update, and there is still time sitting on the opportunity.
If more than one won project is linked, choose the destination under Won Project.
Under Allocate To, choose the task on that won project.
Tick the entries you want to move.
Select Move Selected Time. The modal stays open so you can allocate more entries.
Moved entries still count as effort for the opportunity. They stay listed on the recover modal as read-only, showing the task (and project) they landed on.
Move entries from the Time tab
Use this generic bulk move when you are reallocating between projects, or when Recover Time In Won Project is not available. The same steps work from a project or opportunity Time tab.
Open the source project or opportunity.
Select the Time tab.
Select the time entries you want to move.
In the destination fields that appear for the move (project and task), set where the time should go. The project field is filled with the current project by default. If you are moving the time to a different project, change the project to the destination job first, then choose the destination task. If you are only moving the time to another task on the same project, leave the project as it is and change the task only.
Optionally tick Update to latest billable rate if the moved time should use the destination project’s current billable rate.
Select Update time entries.
You can move time from an opportunity onto a project, or between projects, using the same steps.
If the source project was deleted
A deleted project drops off the active Projects list, so you will not find it there when you want to move its time. Soft-deleted projects keep their time entries. Restore the source project first, then use the bulk move steps above. This is separate from Recover Time In Won Project, which is only for opportunity time moving onto a linked won project.
Open Projects.
Select View Deleted Projects.
Open the deleted source project.
Select Restore. You need permission to update that project.
Open the restored project’s Time tab and follow Move entries from the Time tab above to send the time to the destination project and task.
Update to latest billable rate
When you tick Update to latest billable rate before selecting Update time entries, Drum applies the destination project’s current billable rate to the time you are moving. Only tick it when you intend that rate change. The recover modal does not offer this option.
Invoiced time and other limits
Invoiced entries: Invoiced time cannot move to a different project. It must stay on the project it was invoiced against. Within the same project, a task change may still be possible when the field is available. The recover modal only lists uninvoiced entries for moving.
Locked timesheets: Entries on a locked timesheet cannot be moved. Unlock or adjust the timesheet first if your process allows it.
Deleted source project: Restore it from View Deleted Projects before you use its Time tab for a bulk move. See If the source project was deleted above.
Permissions: Recover Time needs update access on the won project. For a single-entry correction on an editable draft timesheet, use How to edit a time entry.