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create project tasks from estimate items
i think this would be a valuable feature...
once a project is active with an approved estimate; if the items detailed on the quote can be created as tasks my employees can select these when completing time slips. this would enable me to analyse profitability of projects alot more accurately.
cheers,
Tom
once a project is active with an approved estimate; if the items detailed on the quote can be created as tasks my employees can select these when completing time slips. this would enable me to analyse profitability of projects alot more accurately.
cheers,
Tom
I’m frustrated
2
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Inappropriate?Hi Tom,
Thanks for the idea. As you know we are planning to overhaul projects/tasks and we'll bear this in mind. -
Inappropriate?Some kind of "convert estimate/quote to project" button to generate a project from an approved estimate/quote with a list of tasks as per the estimate would be great. I seem to end up typing in the same info twice...once for the estimate and once when I create a project having got the estimate approved.
I’m too busy ;)
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Inappropriate?yup... and also sub sections for tasks...
to enable clearer viewing when selecting tasks in timeslips.
similar to how in other drop down menus it shows the client then that clients projects.
im not the best at conveying my ideas sorry, but hope it makes sense,,,
i.e.
Phase 1:
install x4 double sockets
remove existing wiring
Phase 2:
2nd fix x4 chrome socket fronts
2nd fix x3 pendants
etc.....
without the headings the tasks will be harder to differentiate by emplyees completing timeslips.
I’m frustrated
EMPLOYEE
