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

Matt Johnson on 10/14/2020 12:49:48 PM
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?
Category: Project Sales, Billing, Pricing and Costing
STATUS DETAILS
Under Review

Comments

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

Mehdi Safaeian on 4/28/2022 2:33:49 AM

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

Category: Project Sales, Billing, Pricing and Costing

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

Juan Simon on 4/27/2022 7:50:24 PM

This is always asked by all customers we worked with.

Extremely important!

Category: Project Sales, Billing, Pricing and Costing

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

Keturah Smith on 1/28/2022 1:24:59 PM

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