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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 whatever is on the quote to those already there?
STATUS DETAILS
Under Review

Comments

M

Change Orders are SOP for any project management system. There needs to be a better way. Quote Type = Change Order, add association to the project contract instead of creating a new one. Doesn't seem that hard. But boy howdy, trying to do it via PowerAutomate and a custom button is a PITA!

Category: Project Sales, Billing, Pricing and Costing

M

This could help to reduce the complexity of using the POPS for customers!

Category: Project Sales, Billing, Pricing and Costing

M

This is always asked by all customers we worked with.Extremely important!

Category: Project Sales, Billing, Pricing and Costing

M

We need to track effort against quote and baseline and call out over runs and additional budget/requests added to the core agreed project budget.

Category: Project Sales, Billing, Pricing and Costing