Create estimate from project

alma's Avatar


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

    Seth B's Avatar

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

    alma's Avatar

    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?

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

    Seth B's Avatar

    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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