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Create estimate from project

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alma

21 Oct, 2013 10:23 PM

I know you can create a project from estimate, but it seems easier to create the project with it's multiple lists. Can you then create a estimate from that project? Or the other way around, could you create an estimate with multiple lists?

1. Support Staff 1 Posted by Seth B on 21 Oct, 2013 10:57 PM

   

   Hi Alma,

   * You can create an estimate from a project, or create a project from an estimate.
   * Only Projects contain lists.
   * Estimate items can't be grouped at this time.

   I understand that it might be confusing, and we're thinking on ways to make that a little more consistent.

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2. 2 Posted by alma on 21 Oct, 2013 11:39 PM

   

   Thanks. It would be nice if invoices and estimates can be grouped. We group by phase of project and would make lists corresponding to that. Is there a way to do it in customized invoices?

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3. Support Staff 3 Posted by Seth B on 21 Oct, 2013 11:44 PM

   

   Sorry, but not at the time.

    The only items that can be grouped are on projects. There is no manual
   grouping tool for estimate or invoice items.

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