Switching from your Current System to Design Manager

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If you are upgrading from another Design Manager program, please skip to the section of this chapter entitled Upgrading from Design Manager.


if you are just getting started in Design Manager after using another program, there are two methods that can be used when switching from another accounting program or hand written accounting and project management system to Design Manager.  The first is to re-enter all work that is in your old system into Design Manager.  This method is only feasible if you have a small amount of business.


Due to data entry concerns, the preferred method of switching systems is to enter only new work in Design Manager, and let existing jobs finish on your old system.  When your old system has a small enough amount of data left in it, you can then re-enter all of the current work into Design Manager at that time.


See the article here for more information: https://designmanager.freshdesk.com/a/solutions/articles/22000204880