Turning an offer into a new project

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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  Offer  menu.

TOM creates a new project from the offer information and opens that project.

 

 Please note 

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.