Hi - we are in a trial of the Project Service Automation solution and are experiencing some very annoying issues. We've watched several YouTube videos none of which have been helpful. So, we are attempting to create a project opportunity to convert to a project. Using the default (unchanged) Project Information form, we arrive at the Opportunity line tab. Where we attempt to:
- Project-bases Lines: It appears that we are not seeing the entire form. As you'll see with the image below, when attempting to save what we can enter, its asking for more info (Sales Price) which we cannot enter as it is not visible... any ideas?
- The other aggravation is with Quotes. We cannot switch the quote form to Project Information without it automatically reverting back to the default Quote within a second or two:
Any advice would be greatly appreciated. We have another 2 weeks left with this trial but as of now this isn't functional.
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