12

Enable quote revisioning so that new versions of a quote can be created

Quote revisioning is a frequent requirement in a sales process. Users are looking for a simple way to revision their quotes, based on fine adjustments to project scopes. With revisioning, an organization's quote process has transparency and changes are documented as revisions. Revised quotes also...

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Category: Project Sales, Billing, Pricing and Costing (4)

STATUS DETAILS
New
10

ProjOps needs its own Business Process Flow for Opportunity

Right now, ProjOps shares the OOTB Opportunity Sales Process BPF with core Sales: Installing ProjOps on top of core Sales overwrites the OSP BPF with a ProjOps specific process ribbon. While customizing OOTB BPFs is not best practice, many organizations have done so and when they install ProjOps ...

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Category: Project Sales, Billing, Pricing and Costing (4)

STATUS DETAILS
New
7

Change Requests added to existing Project Contracts rather than creating new ones

It should be possible to go through the sales cycle (Opp->Quote->Project Contract) with a change request, then at Quote Won, associate it with an existing Project Contract rather than needing to create a new Project Contract. Project Contracts can have many lines so why can't we just add whateve...

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Category: Project Sales, Billing, Pricing and Costing (4)

STATUS DETAILS
New
1

Don't show message "You are updating the project reference on this contract line. This will impact any actuals logged on the project. Are you sure you want to continue?" when new project is linked to Project Contract Line

When linking a project to a project Contract Line you always get this messages "You are updating the project reference on this contract line. This will impact any actuals logged on the project. Are you sure you want to continue?" You won't want this message if there are not any Actauls logged f...

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Category: Project Sales, Billing, Pricing and Costing (4)

STATUS DETAILS
New