How do I move a Project or Opportunity to another Site or Account?

Last updated: November 12, 2026

You can move a Project or Opportunity to a different Site within the same Account or to a Site under another Account.

To move a record:

  1. Open the Project or Opportunity you want to move.

  2. Click the three-dot menu (⋮) in the record header.

  3. Select Move to another Site.

  4. Choose the destination Site, either under the same Account or a different Account, and confirm.

The Project or Opportunity will be linked to the selected Site and Account, along with its existing comments, communication history, and related information.