Create a Project from a Quote

Once your client has accepted the quote you can turn it into a new project with a few mouse clicks.

Click the "Order received" option
Select  Create Project from Offer    from the  Offer  menu.

TOM creates a new project from the quote details and opens that project.

 

Please note

Even if a delivery date has been stated in the quote it will not be copied to the new project.
The new project ID will be set in the quote and you can navigate to the related project by clicking on the project ID.
Vice versa, you may navigate to the quote from within the new project, see Project functions.
If a TM project has been created for the quote it will be linked with the corresponding new sub-project.