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Now, the steps to setup a Project the correct way is:
- Create Opportunity & Lines
- Create Quote & Lines or convert Opportunity to Quote & Lines
- Create a Project or copy a Project
- Go back to the Quote line
- Connect the project
- Import the Quote Line Details from the Project to the Quote Line
For an end user with many customers and small projects, these are many steps.
A more user-friendly way would be to have the possibility to either create an opportunity and/or quote from the Project card or to connect the Project directly to a Quote Line/Project Contract line, filtering on Customer of the project.
STATUS DETAILS
New