How to Bin Pass (Change Project Owner)

This article will walk through the process on how to set up the bin pass functionality through WeEstimate.


1. Find the Project that needs to be reassigned: Dt9uDJxxhn.png

2. Right click the project and select "Pass Manager":


3. Select the new project owner > click "Pass":


4. System will confirm the new project owner.


5. A message can be sent to the new owner or can be left empty > click "OK"ApplicationFrameHost_jUR22RbFNZ.png

6. After completing steps 1-5, the project will be displayed under the new owner's list of proposals and all jobs associated to the project will also be assigned to the new project owner.


To read on how to add bin passing rights for a user, CLICK HERE!



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