Create an order from a project
Once you have created a project and wish to send your client an order confirmation or an order, you can generate it directly from within the project.
Requirements
A task can be created directly from within the project if the project has the status Open or Active.
Procedure: Create a task in the project
- Open a project: Navigate to Projects → Projects and select the required project.
- Open the document flow: Within the open project, switch to the Document Flow tab.
- Generate an order: Click the New Order button in the top right-hand corner.
Data imported automatically
When you create the order, the following information is transferred directly from your project into the document:
- Project title: Is used as the title of the order.
- Work package titles: Are created as standard positions in the order.
- Estimated time: Is carried over as the quantity for the respective standard items.
- Unit price: If you have selected the "Project hourly rate billing method" under the Terms and Conditions tab, this hourly rate is automatically used as the unit price for the items.
Alternative: Create an order from an offer
If you have already issued the customer with a quotation from the project, you do not need to create a new order:
- Open the offer that has already been accepted.
- Click on the Create order status action in the top right-hand corner.