Create estimate from project
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?
Keyboard shortcuts
Generic
? | Show this help |
---|---|
ESC | Blurs the current field |
Comment Form
r | Focus the comment reply box |
---|---|
^ + ↩ | Submit the comment |
You can use Command ⌘
instead of Control ^
on Mac
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.
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?
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.