📄️ Working with Sales Documents
Business process
📄️ Working With Projects
Integration of Projects into the sales process
📄️ Project Tasks & Project Planning Lines
Background on Project Tasks and Project Planning Lines are explained in this part of the DYCE documentation. They form the basis for Time Recordings and billing of services. The following part specifically discusses the creation of Project Tasks and Project Planning Lines from Sales Orders.
📄️ Handling Project Tasks
The Manage Project Tasks action in the sales order card simplifies the creation, management, and budgeting of Project Tasks (PT) and Project Planning Lines (PPL), which are essential for the creation, releasing, posting and invoicing of time recordings. The page allows users to easily divide the budget from a single sales line into multiple, fine-grained budget, structured Project Tasks and to provide better visibility into budget allocation.