
Hi All,
This might be a 2 part question but ultimately I'd like to add the line items from my opportunity/quote to my project instead of tasks.
So I'm not sure if I need to convert my quote/opportunity to a project for this to happen, as currently I'm creating a manual project.
So I'm not sure if I'm missing something or if this is not possible.
The reason for adding the line items to the project instead of retyping tasks is that the line items already contains the services/task required on the quote/opportunity.
thanks