Pending Review

Project phasing and tickets based on Quote products

Jarek 7 months ago 0

When converting a quote to a project while having products with a Service class, by defualt the products in the service class are placed under the same phase.

We would like to have te option to create specific fases for the Service products when converting a project. This is because most projects at MSP companies are based on "building blocks". This means each project does not neceseraly have the same tickets and phases, this depends on the project.

With the ability to predefine this in a Service product, we can make sure they will always land in the correct phase.