Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

Overview

A project groups all related sales transactions in one place and provides a comprehensive overview of the most important information for Services. You can think of projects as hierarchical one level above sales transactions and aggregating information from lower levels.

For any completely new sales transaction, e.g. a user uploads a new 3d file and creates a request, a new project is created automatically.

If a sales transaction is a continuation of an already existing sales transaction, e.g. creating a quote from a request, then it will be associated with an existing project.

Project list

Project detail view

  • No labels