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Now, the steps to setup a Project the correct way is:

  1. Create Opportunity & Lines
  2. Create Quote & Lines or convert Opportunity to Quote & Lines
  3. Create a Project or copy a Project
  4. Go back to the Quote line
  5. Connect the project
  6. 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.


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