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Creating a Project From a Sales Order
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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>- Applying templates to products</strong></p><p><strong>- Adding additional sales order lines to a project</strong></p><p><strong>- Adding milestones to projects</strong></p><p><strong>- Adding budgets to projects</strong></p><p><strong>- Linking Purchase orders to Projects</strong></p><p><br></p><p><br></p><p>In this example, we will look at how Projects can be raised directly from Sales Orders.</p><p>The mechanism behind this functionality relies on Ticket/Project templates to be created, so it is worth checking the &#39;Creating a Project Template&#39; Worked Example in this course (if you haven&#39;t already).</p><p><br></p><p><strong><span style="font-size: 14pt;">Applying Templates to Products</span></strong></p><p>Once you have created your Project template (Ticket that is a project with project hierarchy set to &quot;Project&quot;), you will want to create a Product and link the template to the Product in question.</p><p><br></p><p>This is achieved via selecting the relevant &#39;Project Template&#39; in the dropdown present on the Product details tab:</p><p><br><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijc5ZTQxNDU1LWI4MjEtNDdlZi1hOWJmLTJkYTMyZmRiZDRjNyJ9.ttydTRFeE2KCbTciUBfXywY8WPh5KijKVmlybYOY7vI" class="fr-fic fr-fil fr-dib" width="947" height="612"></p><p><strong><span style="font-size: 10pt;">Fig 1. Project Template option present on Product Details</span></strong></p><p><br></p><p><strong><em>Note: Ensure the setting &#39;consignable&#39; against the product is set to &#39;no&#39;, otherwise a project cannot be created from it.&nbsp;</em></strong><em><br></em></p><p><br></p><p>Once you have selected the respective template against your product, you will find an option against Sales Order Lines (using this Product) to create the Project:</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY1NGNhOGRmLTFiMmItNDFiOS04NWM5LTdmZTdlN2MxZmU1OSJ9.GY41_hwsno4NjNwpfFKy7kkQCe-YhbWjpwaWU6bpCBk" class="fr-fic fr-fil fr-dib" width="1254" height="195"></p><p><strong><span style="font-size: 10pt;">Fig 2. &#39;Create Project&#39; option against Product lines linked to Project Templates</span></strong></p><p><br></p><p><strong><em>Note: If the Sales Order is linked to a Ticket/Opportunity, then the Project will be created as a child of the Ticket/Opportunity in question. The Sales Order will also be linked to the Project.</em></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Adding additional Sales Order lines to a Project</span></strong></p><p>Once you have created the project from a sales order line, you can add additional sales order lines to this project, even if the products are not associated to a project template. Useful when issuing hardware for the project.&nbsp;</p><p><br></p><p>To be able to do this first head to Configuration &gt; Sales Orders and set the setting &#39;Projects to show when linking Sales Order lines&#39; to be &#39;Show All of the customer Projects and Tasks&#39;.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjEwMzRhZGY4LTkwMjktNDdhZC1hYjE5LTVmYTI1MzA2MDhhYyJ9.blKanMFZNVdRRROF0eMzrGHSJG4BWCS_eMTuV15MvmE" class="fr-fic fr-fil fr-dib" width="492" style="width: 494px; height: 318.007px;" height="318"></p><p><strong><span style="font-size: 10pt;">Fig 3. Projects to show when linking Sales Order lines</span></strong></p><p><br></p><p>Now, against the sales order line you will see the button &#39;Add to Project&#39; when used you will be prompted to select the project you would like this line added to. Once added the product will be visible under the project&#39;s &#39;products&#39; tab.&nbsp;</p><p><br></p><p>You can also use this functionality to add a budget to a project.&nbsp;</p><p id="isPasted"><br></p><p>When adding sales order lines to existing projects you will be able to add lines to any tickets linked to (created from) the sales order.</p><p><br></p><p><strong><span style="font-size: 14pt;">Adding Milestones to projects from a Sales Order</span></strong></p><p>If you have applied a project template to a product this will create a project in line with the template. To have milestones be created against the project on creation this can be done using the template.&nbsp;</p><p><br></p><p>First you will need to ensure the ticket type that the template is creating (project) has milestones enabled. This can be found under the Settings tab of the ticket type.&nbsp;</p><p><br></p><p>Now under the ticket template for the project you will see the &#39;Milestones&#39; tab. Here you can create milestones that will be made under the project on creation, each milestone will need to be associated with a child ticket template.&nbsp;</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjVjNWM5OTIzLWEzMWItNDI0My1iMWY0LWRjNjJjMDNkZjBiZCJ9.3q2jLvRvDAp-Bd4TiHjpb6NFvkMrxQB6vMZQECa88qI" class="fr-fic fr-fil fr-dib" width="993" style="width: 995px; height: 302.892px;" height="303"></p><p><strong><span style="font-size: 10pt;">Fig 4. Applying Milestones to ticket template&nbsp;</span></strong></p><p><br></p><p>If you are then adding additional sales order lines onto this project the milestones will be matched using their name. For example, we add another sales order line to the project, and this sales order has a project template assigned to it (with milestones on). If the names of the milestones on the template match the existing milestones on the project the child templates associated with the milestones will merge with the existing milestones. Both the child template and the dependencies will be added to the existing milestone. If the names do not match a new milestone will be made and added to the project.&nbsp;</p><p><br></p><p><strong><span style="font-size: 14pt;">Adding Budgets to Projects</span></strong></p><p>You can also add budgets to Projects directly from Sales Orders. The intention of this function is to map the hours sold to the budgeted hours on the subsequently created Project.</p><p><br></p><p>Budgets can be linked to Products via the details tab for a product in question:</p><p><br><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjIwNGQ3YWY2LTkxZTctNDI2ZC04N2U2LWY3ZmYyODg2YzY0NyJ9.HlMjylsR8PMgSP7c7x6GQ9pG4iRAXzghaI0JjEPPMrw" class="fr-fic fr-fil fr-dib" width="698" height="448"></p><p><strong><span style="font-size: 10pt;">Fig 5. Budget Type option within Product details</span></strong></p><p><br></p><p>By setting a Budget Type against a Product, you will find an &#39;Add Budget to Project&#39; option against SO lines using this Product, after the Project has been created from the Sales Order:</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjkzZDY4MDdmLTE4YzUtNGMyNC04MmJhLTQ3OTgxNjc1M2VkYyJ9.i23OHK2RPx1NbPV2w0ajyOIIhwFahg8uhZvJC5z80-E" class="fr-fic fr-fil fr-dib" width="1230" height="134"></p><p><strong><span style="font-size: 10pt;">Fig 6. &#39;Add Budget to Project&#39; option against Sales Order lines (linked to a Budget Type)</span></strong></p><p><br></p><p>Clicking this will add the linked budget to the Project. The budget hours will be inherited from the Sales Order.</p><p><br></p><p>You can choose which projects that the line item can be put against, this can be set in the configuration (Configuration &gt; Sales Orders):</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhiOTJhMzUzLTliZjgtNGEwZC04MDIxLTU4MmQ4ZDQwNzdmNyJ9.ymhxacrMiqjc1KAz7bPzBxv13Zz972bFPag2k9quZW0" class="fr-fic fr-fil fr-dib" width="378" height="124"></p><p><strong><span style="font-size: 10pt;">Fig 7. Project Visibility When Linking Products to a Project</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Linking Purchase orders to Projects</span></strong></p><p><span style="font-size: 11pt;">You can enable the ability to link purchase orders raised for products associated with the project to the project ticket. This allows the project ticket to automatically be updated when these products are received/the purchase order has been fulfilled.&nbsp;</span></p><p><br></p><p><span style="font-size: 10pt;"><em><strong>Note: This functionality is only compatible with projects that have been created from sales orders</strong></em></span></p><p><br></p><p><span style="font-size: 11pt;">To enable this functionality head to configuration &gt; sales orders and enable &#39;Link Purchase Orders created via line Actions to the Project on the line&#39;.&nbsp;</span></p><p><span style="font-size: 10pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk1NWY1Y2ZjLWUxMzUtNDY4Zi1iMTJkLTI3OTFhODUyYWQ3NSJ9.HQ5KwiA9fsdO_ldHB3kEnBm_5LC92OlEzj4a9cfwdSI" class="fr-fic fr-fil fr-dib" width="701" style="width: 703px; height: 319.21px;" height="319"></span></p><p><strong>Fig 8. Setting to allow purchase orders to be linked to project tickets</strong></p><p><br></p><p>Now this is enabled let&#39;s walk through how this works.&nbsp;</p><p><br></p><p>In the figure 9 example a sales order has been raised to complete an infrastructure upgrade project. The project ticket has already been created from this sales order. As part of the project some ethernet cables will need to be ordered so I have added these to my sales order.&nbsp;</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZhNzRlOGY5LTJiNmMtNGU1NS1hNTA4LTZmNjQ2OGViNTE1MiJ9.tiAt6Fre8s8eGxQPoEANJ-nFV7VTtCl67BIt4wZTAdg" class="fr-fic fr-fil fr-dib" width="1213" style="width: 1215px; height: 590.874px;" height="591"></p><p><strong>Fig 9. Sales order containing project items</strong></p><p><br></p><p><br></p><p>Before a PO is raised for the cables they first need to be added to the project using the &#39;add to project and create child&#39; action.&nbsp;</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjFiMjg3Mjc1LWI3NWQtNDAxOC04YzU0LWNmZTk3YWUzMDcxNiJ9.CFDyTam9Rw9aHGNaC2rhQ3VGM_7jd4KcmDom8I6yS24" class="fr-fic fr-fil fr-dib" width="576" style="width: 578px; height: 295.21px;" height="295"></p><p><strong>Fig 10. Add items to project&nbsp;</strong></p><p><br></p><p><br></p><p><br></p><p><br></p><p><span style="font-size: 11pt;">Once added, these items will appear in the project ticket under the &#39;Products&#39; tab.&nbsp;</span></p><p><br></p><p><span style="font-size: 11pt;">Now, when I raise a PO for these items (from the sales order), a link to the purchase order will become available in the project ticket (under the ticket details).&nbsp;</span></p><p><strong><span style="font-size: 10pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU2NjkyNDdhLTFjY2UtNGY0ZC05MDg0LWMzYWM0YjU1MDA4MCJ9.HCSbNEY3stq-IQXU76vZtacc509xLGzPH2qrjOyjgeU" class="fr-fic fr-fil fr-dib" width="973" style="width: 975px; height: 547.46px;" height="547"></span></strong></p><p><strong><span style="font-size: 10pt;">Fig 11. Link to PO from ticket</span></strong></p><p><strong><br></strong></p><p>Now this link is established, when the PO has been fulfilled (all items have been consigned) the project ticket will be updated.</p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijc3Mzk3YzhkLTg1MTctNDg5NS1hMjBhLTc0NmVjM2QwYzRhNyJ9.ekYifK1Wl1rcJoyDUTjEKhQS2VmN0VsPP-NjGWO7MCo" class="fr-fic fr-fil fr-dib" width="971" style="width: 973px; height: 457.617px;" height="458"></strong></p><p><strong><span style="font-size: 10pt;">Fig 12. Ticket updated following Po fulfilment</span></strong></p><p><br></p><p>This allows you to leave the ticket on SLA hold until the products you need have been received. Automatically updating the ticket for you without you having to check the purchase order.</p><p><strong><br></strong></p><p><strong><em>Note: &nbsp;The ticket will only be updated when all the items on the PO have been received. Therefore it is best to raise a PO specific to the project to ensure the project ticket is updated once all the items needed have been received.&nbsp;</em></strong></p>
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