Instead of navigating from a quote to the project list to create a new project from scratch and adding the relevant details manually after a client has confirmed your offer, save time by creating a project from a quote with a single click.
Click on the Create project button to create a project. It is shown only if the quote hasn't already been linked to a project.
You’re taken to the project modify view, where the relevant data from the quote is already filled out for you based on the quote. All you need to do is select the project type and add any additional information about the project, such as the project name, due date, members, and other relevant details.
You can modify the total hours planned for the project, but the rest of the budget will be prefilled based on the quote. Both income and cost from the quote are taken into account when comparing the budgeted data to actual results.
The project price list is the same as the price list in your quote.
If you used subheadings on your quote, these will be used as your project phases. You can modify the project phases and milestones after the project has been created:
- Click the three-dot icon and select Modify phases.
- Add or modify the phases and milestones as needed. For phases, you can specify the start and due dates. For milestones, you can set their start dates.