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The Create Projects from Sales Transactions page will be used to create projects from new Orders/Contracts pushed over from Salesforce.
Please click here for a video overview of Create Projects from Sales Transactions Page & Shortcut
Create Projects from Sales Transactions: To access the Create Projects from Sales Transactions page, navigate to the Financial tab> Other > Create Projects from Sales Transactions. You can create/generate your own project numbers from this page.
To create a shortcut for easier access:
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While viewing the Create Projects from Sales Transactions page, locate the Star icon in the top left corner.
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Hover over the Star icon, and a dropdown list will appear.
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Select 'Add to Shortcuts' from the dropdown list. This action will add the Project Templates page to your shortcuts, enabling quicker access in the future.
