Is this normal OOB as-intended behavior? Does it work for anyone else?
Could it be that it doesnt make sense to revise project related quotes, or it is to complicated becasue of linked projects?
I could revise project detailes on a Quote line, but then the system would not be able to track it as revised.
Thanks in advance for responses,
Callum
It is not. Revisions/versions are not supported in PSA.
Then how Revision ID is is getting calculated on quote?
Thanks for your response Antti,
Your blogs on PSA are excellent.
In a way it makes sense since the Project Quote can have a project connected to it, and there would be concerns copying all of that to create a revision. That said, it is common for quotes for project services to be revised, so I am thinking we may need a way to capture revise history.
Best,
Callum
Hi CallumMarshall.
The ribbon on the Quote: Project Information form is different from the core CE Quote form. The Activate and Revise buttons are missing - this is normal. In PSA you only close a quote as won to form a Project Contract or close it as lost.
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