How do I convert estimate into a project?

Updated on January 23, 2018 09:41PM by Admin

Estimates App conversion feature allows you to convert an estimate into a project. Lets take a look at the step below.

Steps to Convert an Estimate to Project

  1. Log in and access Estimates app from your universal navigation menu bar.
  2. Create a new estimate or select an existing estimate to be converted. 
    select existing estimate
  3. Click on “Convert” drop down menu. 
    convert to project
  4. Choose “To Project” option to convert.
  5. Fill in the following details: 
    • Template - Choose a template required.
    • Name – Name of Project.
    • Description – A short summary about project. 
    • Start Date – Starting Date of project.
    • End date – Ending date of project. 
    • Status – Status of project.
    • Priority – Priority of project.
    • Customer – Name of customer, this will be pre populated from Estimates App.
    • Project Manager - The employee associated will be pre-populated. You can also search and select it accordingly.
    • Tags - Tags associated with this project.
    • Billing Method – Select a billing method from a predefined list.
      create project
  6. Click on “Create” button to complete. 
  7. The completed project is shown in the image below:

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