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Retroactively Adding Labels to Exported Items

Good morning,Does anyone out there know if it is possible to add labels to exported POs and invoices? This would greatly help me better analyze Budget v. Actuals for in-progress Projects/Jobs while we transition into using Labels in as a part of our ...

emmabrda by New Contributor II
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Turn Off Ability to Book a Job from a Sold Estimate

Good morning,Does anyone out there know if it is possible to turn off the ability to book a job directly from a sold estimate? Our company has multiple divisions; I only want to permission change to apply to the Commercial Department. We use Business...

emmabrda by New Contributor II
  • 334 Views
  • 0 replies
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Projects

What are the benefits of creating a project vs not creating a project?Does a project get created automatically when an estimate is sold? Or is it automatically created when the estimate gets attached to a job?

cwilson by New Contributor
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Overall Project Business Unit

We assign an overall business unit to a project such as Commercial New Construction. Within that project there will be jobs performed by different business units, i.e. Service business unit will do the start-up of the system. When assigning an overal...