Creating a management object from a project
From a project, you can directly create Purchase or Sales management objects.
The management object is pre-filled with information about the project and the customer.
To create a management object:
1 | Open a project. |
2 | Go to Edit > New management object and select the type of object. |
You can also access all the management objects linked to a project.
1 | Open a project. |
2 | Go to Edit > Linked management objects and select the type of object. |