Progressus Software

Next-Generation Professional Services Automation
Architected for the Microsoft Cloud

Copy Project function which will copy the selected Project and templates associated.

Is it possible to add a function to copy a Project. On the 'Copy Project' report the User should have option to select to copy over:

  1. Project Tasks

  2. Sales Price Template (assigned to original project)

  3. Project Purchase Price Template (assigned to original project)

  4. Project Sales Price Template (assigned to original project)

  5. Invoice Setup

  6. Scheduled Billing

  7. Milestones

  • Guest
  • Aug 30 2023
Business Impact

This will help save time when creating Projects. It's possible this is re-imagined so the Project Templates handle this functionality.

Industry Vertical Professional Services
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