Yes, until the project has invoices, expenses or other financial records for its current customer (see below).

  1. Open the project, click the ⋮ menu next to its name and choose Project Settings.

  2. On the General tab, choose the new Customer. To create one, click Add new customer and type its name. A customer created here gets your account's default currency, so change their currency in their Financial Details if you bill them in another one.

    The General tab of Project Settings for the Marketing Campaign project, with Fernleaf Media in the Customer field and the Customer details and Add new customer links below it

  3. Click Save changes.

You need to be able to open Project Settings: Administrators and Finance Managers on every project, Portfolio Managers on their projects, and Project Managers with Can Manage this Project's Settings. See project settings.

When the customer can't be changed

Avaza keeps the current customer if the project has any of these, and shows "Unable to update customer on this project as there are…" with the reason:

  • time that's already on an invoice (related invoices);
  • expenses on the project for the current customer, invoiced or not (related expenses);
  • recurring expenses on the project (related Recurring Expenses);
  • invoice or bill lines linked to the project (linked Invoice Line Items);
  • invoiced fixed amounts on its tasks (linked Task Fixed Amounts).

These records belong to the original customer and are in that customer's currency, which the project's rates and invoices use too. If the new customer has a different currency, Avaza doesn't convert the project's rates, budget or fixed amounts, so check them after the change. See multiple currencies.

To carry on the work for a new customer, create a new project for them. Use the old one as a template to copy its tasks and settings, then archive the old project when you're done with it.

Making a project internal, or a customer project

To make a customer project internal, choose your internal customer (called Internal Projects in new accounts). Avaza warns you first, because saving:

  • makes all uninvoiced time on the project non-billable, and its timesheet categories non-billable;
  • sets the billing method to Not Billable;
  • deletes uninvoiced fixed amounts;
  • makes the project's schedule bookings non-billable.

An internal project that moves to a customer keeps these non-billable settings. To start charging for its time, do these in order:

  1. Choose the customer on the General tab and click Save changes. The Billing Method only appears on the Billing & Budget tab after this save.

  2. On the Billing & Budget tab, choose a Billing Method and click Save changes.

  3. On the Categories tab, click each timesheet category you charge for. Tick Billable, choose Yes, update all existing uninvoiced timesheets and click Save.
    If you leave the default, No, only new time in the category becomes billable, and the time already tracked stays non-billable. Do this step after the billing method: while the project is still Not Billable, the update leaves its time non-billable.

See internal projects.