
Hi,
after creating a project quotation and its work breakdown structure, I tried to add a note to a WBS-Line as attachment.
So far, so good. When I process the quotation by approving, sending and confirming it and then try to transfer it to a project (new or existing and WBS transfer activated), the WBS gets transferred correctly. However the attached note disappears and is not transferred.
I wanted to know if it works the same for you? Maybe anyone knows if this is intended behaviour by microsoft or a bug?
Thanks in advance and best regards,
Navid
Hi Navid,
Just double checked that behavior and would say that it works as designed.
That is, those attachments / notes are not transferred to the project.
In case you need it you have to consider a system modification or another workaround.
Best regards,
Ludwig