Setting a Service Item to Create a Project
Using Project Management, you can set up a service item to a create project each time you sell the item. This option is available for Service For Sale and Service for Resale items only. You designate a service item to create a project and identify the tasks for the project. Then, after selling the items, bulk create projects from sales transactions.
First, set up the item records for your service items.
Setting a service item to create a project:
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Go to Lists > Accounting > Items. Click Edit next to the service item.
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On the item record, click the Related Records subtab.
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Click the Projects subtab.
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Check the Create Project box.
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If you want to use a defined project template for projects created from this service item, select a template in the Project Template field.
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If you do not want to use a defined project template, you must define the tasks required to complete the project. For each task, complete the following steps:
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In the Task Template Name field, enter the task name. This is the task name that appears on project records created for this item.
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In the Start Date Offset field, specify the start date of the tasks relative to the project start date. For example, if the task starts two days after the project start date, enter 2.
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In the Effort (hours) field, specify the total number of hours typically required to complete this task. This number of hours is set as the initial time budget for this task on project records created for this item.
Note:When you set up a task for a service for sale item, the task duration does not take weekends into account. For example, an 80 hour duration sets the end date 10 days after the start date.
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Click Add.
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Click Save.
Then, when you sell the item, create a project record from the Bulk Projects queue. The project includes the tasks from the template on the item record. To create project records from sales items, go to Transactions > Customers > Create Projects. For more information, read Creating Projects from Sales Transactions.
To view the list of projects, go to Lists > Relationships > Projects. Click Edit next to a project in the list to open the record and assign tasks to personnel.