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:
Project Tasks
Sales Price Template (assigned to original project)
Project Purchase Price Template (assigned to original project)
Project Sales Price Template (assigned to original project)
Invoice Setup
Scheduled Billing
Milestones
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 |