Budgets

Project Management Overview

Creating Projects

Adding in a Project Plan

Project Views

Creating a Project From a Sales Order

Automated Statement of Work Generation and AI Project task Creation

Project Task Creation Rules Based on a Multi-Select Field

Parent and Child Projects from Sales Orders

Project Types

Creating Projects from Products

A Break down of the Automated Statement of Work Generation & AI Project task Creation

Project Setup Wizard

Linking Purchase Orders to Projects

Project Templates

Parent and Child Projects from Sales Orders

Planning and Forecasting

To-Do Lists

Tracking Project Completion

Milestones

Visualising and Bulk Updating Child Ticket Data from The Project Screen

Project Hierarchies

Milestones

Customising Invoice lines for a Project

Project Billing - Budget Types vs Charge Types

Project Billing - Time and Materials

Project Billing - Milestone Billing

Down Payments

Deferring Project Revenue