> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/projects/project-actions.md).

# Project Actions

Some things you do to a project as a whole, such as cancelling it when the client changes their mind, or copying it for a repeat order. In OrderEazi, these are in the **Project Actions** menu at the bottom of the project. This page explains each item, and covers cancelling, duplicating, completing, and reopening a project in full.

### What's in the menu

You only see the items your role allows:

* **Get In Touch:** Email the client about the project. It needs the **Get In Touch** permission.
* **Manage Payments:** Send the client a payment link. It only appears with a payment app installed. See [Payments](/central/order-management/projects/payments.md).
* **Get Courier Quote:** Get quotes from courier apps and book shipments. It only appears with a courier app installed.
* **Make a Request:** Ask a colleague to act on the project. See [Requests](/central/order-management/projects/requests.md).
* **Manage Deliveries:** Record a shipment you booked outside OrderEazi. It needs the **Add New Line** permission.
* **Import into Project:** Replace the lines with ones from a spreadsheet. See [Import into Project](/central/order-management/projects/import-into-project.md).
* **Cancel this Project**, **Duplicate this Project**, **Move to different Warehouse**, **Complete this Project**, and **Reopen Project:** Explained below.

### How to cancel a project

You'll need the **Cancel Project** permission, in the **Projects** permission group. To cancel a project that already has documents, you'll also need **Cancel Project with Documents**. You can't cancel a project with documents that haven't synced to your accounting system yet, or one whose delivery is complete.

> **Warning:** Voiding a document in step 4 can't be undone. Check which documents you've ticked before you select **Void Selected**.

1. Select **Project Actions**, then **Cancel this Project**.
2. In **Reason for cancellation:**, choose a reason. If you choose "Other", type the reason.
3. If the project has documents, the popup lists them. Tick **Void** or **Credit** next to each one you want to reverse.
4. Select **Void Selected**, or **Continue Without Voiding** to keep the documents.

If the project has no documents, select **Continue** instead. OrderEazi cancels the project and takes you to My Workspace.

**Example:** Your client cancels an order after you've sent the quote and a proforma invoice. You cancel the project with the reason "Client cancelled", tick **Void** next to the proforma invoice, and select **Void Selected**. The quote stays on the project as a record.

### How to duplicate a project

Duplicating copies a project into a new one, which is useful for repeat orders. You'll need the **Create New Project** and **Duplicate Project** permissions, in the **Projects** permission group.

1. Select **Project Actions**, then **Duplicate this Project**.
2. Choose the **Due Date** for the new project. It can't be in the past.
3. Choose the workflow for the new project.
4. Confirm.

You see "The Project has been Duplicated. You will be redirected to the Details Page shortly". The new project opens in a new tab. You can't duplicate a return.

### How to complete a project

If the remaining steps don't apply, you can complete the whole project at once. You'll need the **Auto Complete Project** permission, and the project's sales order must be complete.

1. Select **Project Actions**, then **Complete this Project**.
2. Confirm "All remaining workflow actions will be completed".

You see "Project completed". Every remaining step is marked as completed, with the remark "Auto completed - project force completed" in the project's history.

### How to reopen a project

You can reopen a completed or cancelled project. You'll need the **Cancel Project** permission.

1. Select **Project Actions**, then **Reopen Project**.
2. Confirm.

You see "Project reopened". The project goes back to the most recent section of its workflow, and any cancellation reason is cleared.

### How to move a project to a different warehouse

If you're an administrator with an Enterprise licence and more than one warehouse, you can move a project to another warehouse. Select **Project Actions**, then **Move to different Warehouse**. Choose the **Warehouse:** and select **Move**. Read any warnings shown in red before you do.

### Returning a project

To start a return for a project, use **Return this Project** in the project's menu in My Workspace. It isn't in **Project Actions**.

### Related pages

* [Moving a project through its workflow](/central/order-management/projects/moving-a-project-through-its-workflow.md): complete steps one at a time
* [Project History](/central/order-management/projects/project-history.md): see who cancelled, duplicated, or completed a project
* [My Workspace](/central/order-management/my-workspace.md): find cancelled and completed projects