Projects Back to upper level

Projects and pipelines - General

• Projects and pipelines in PSA
• Projects list view
• Projects kanban view
• Adding and copying a project
• Marking a project as won or lost
• Internal projects

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Project Details

• Project Overview
• Accounts and projects' invoicing addresses
• Customer and project hourly rates
• Project statistics
• Project forms

Project Sales: Quote & Revenue recognition

• Quotes
• Sending quote to a customer
• Quote's proposal (cover letter)
• Create scheduled invoices from quote
• Tracking quote's estimated vs. actual costs
• Adding a quote in different currencies (add-on)

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Project Finances

• Scheduled invoicing
• Automatic invoicing
• Actual costs
• Note to invoice creator

Project Reports

• Project hour report