<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><style>
p {
margin: 0;
}
span.fr-emoticon.fr-emoticon-img {
background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle;
}
span.fr-emoticon {
font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0;
}
blockquote {
border-left: solid 2px #5e35b1; color: #5e35b1; margin-left: 0; padding-left: 5px;
}
blockquote blockquote {
border-color: #00bcd4; color: #00bcd4;
}
blockquote blockquote blockquote {
border-color: #43a047; color: #43a047;
}
table.grid {
border-collapse: collapse;
}
table.grid td,
table.grid th {
border: 1px solid #ddd;
}
.fr-fic.fr-dib {
display: block; margin: 5px auto;
}
.fr-fic.fr-dib.fr-fir {
text-align: right; margin: 5px 0 5px auto;
}
.fr-fic.fr-dib.fr-fil {
text-align: left; margin: 5px auto 5px 0;
}
.fr-fic.fr-dii {
float: none; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fil {
float: left; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fir {
float: right; margin: 5px auto;
}
img.fr-dib.fr-fir {
margin-right: 0; text-align: right;
}
img.fr-dib.fr-fil {
margin-left: 0; text-align: left;
}
img.fr-dib {
margin: 5px auto; display: block; float: none;
}
img.fr-bordered {
box-sizing: content-box; border: solid 5px #CCC;
}
img.fr-shadow {
box-shadow: 10px 10px 5px 0px #cccccc;
}
img.fr-rounded {
border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;
}
</style><p><strong>In this guide we will cover:</strong></p><p><strong>- Linking a Product to a Project Template</strong></p><p><strong>- Creating a Project from a Sales Order</strong></p><p><br></p><p><br></p><p><strong>Admin Guides:</strong></p><ul><li><a href="https://usehalo.com/halopsa/guides/1850/" target="_blank" rel="noopener noreferrer"><strong>General Settings (Project Management)</strong><br></a></li><li><a href="https://usehalo.com/halopsa/guides/1829/" rel="noopener noreferrer" target="_blank"><strong>Ticket Templates</strong></a> </li></ul><p><br></p><p><strong><span style="font-size: 14pt;">Linking a Product to a Project Template</span></strong></p><p>You can create a project from a sales order in a few easy steps. First head to Configuration > Tickets > Templates and create a template with the "Ticket Type" set to a Project ticket type (The project hierarchy set on the ticket must be "Project").</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU4MmJjOWZhLWFjMjYtNDZlYy05OWM4LTI0YWQ2OGZiYmNmNCJ9.iLdm4NYuSqz5YhJQM3OQ25nsI_-zC4gZaZQeS5FOLE0" class="fr-fic fr-fil fr-dib" width="770" height="404"></p><p><strong><span style="font-size: 10pt;">Fig 1. Setting the Template to have the Project Ticket Type </span></strong></p><p><br></p><p>You can then link a product to a project template, which allows you to create a Project from a Sales Order.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImVhNDY1MWEzLWYxNDYtNDFjZC04ZjBiLWI0MTBkMzBkMTVkYSJ9.wZSCcNNjIq9HotTRmVs-5tHnqGTeeRBtC415uR00QPs" class="fr-fic fr-fil fr-dib" width="988" style="width: 990px; height: 205.418px;" height="205"></p><p id="isPasted"><strong><span style="font-size: 10pt;">Fig 2. Choosing a Project Template</span></strong></p><p><br></p><p>Alternatively you can create the ticket template directly from the product screen ("New" button on the RHS of the Template Single Select).</p><p><br></p><p><strong><span style="font-size: 14pt;">Creating a Project from a Sales Order</span></strong></p><p>Once you have linked the product, the below "Add to Project" button will show on the product line.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImFlZmY1Yjg1LTIwZDAtNDgwOC1iNmQ4LTViNDJjYzc0OTAwMyJ9.snyFdyYzmFzD1E_zMcRkkj170CGoY_N04k8p5QkZCU0" class="fr-fic fr-fil fr-dib" width="979" style="width: 981px; height: 243.849px;" height="244"></p><p><strong><span style="font-size: 10pt;">Fig 3. Add to Project button on the sales order</span></strong></p><p><br></p><p>As there is another project on this order, you can choose to add to an existing project or create a new one. The project ID will then show on the product line.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjM0Yjg4YzE0LTViNmMtNDM3YS04NzFmLTYyNzRmMTRjNWEzMCJ9.nbydBdTlGTLTBmQJzyOAiYVKo0FMVisumsjUm2IF4Fc" class="fr-fic fr-fil fr-dib" width="1073" height="41"></p><p><strong><span style="font-size: 10pt;">Fig 4. Project ID on the line item</span></strong></p><p><br></p><p>The default options you can choose from when linking projects to orders, is set in Configuration > Sales Orders.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjAwNmI5MWRkLTgyMDYtNGFhMS1hYWMzLWJmMmE0YzUzZWEyZCJ9.hNCBd9Al8RYm9vrmVVAcxnCwGfcKk2o_1DDP0U-adv4" class="fr-fic fr-fil fr-dib" width="378" height="124"></p><p><strong><span style="font-size: 10pt;">Fig 5. Project Visibility When Linking to Sales Orders</span></strong></p>
