Once your client has accepted the offer 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 menu. |
TOM creates a new project from the offer information and opens that project.
|•||Even if a delivery date has been stated in the offer it will not be copied to the new project.|
|•||The new project ID will be set in the offer and you can navigate to the related project by clicking on the project ID. |
|•||Vice versa, you may navigate to the offer from within the new project, see Project functions. |
|•||If a TM project has been created for the offer it will be linked with the corresponding new sub-project. |