1. To link a quote to a project, click the pencil icon for the quote header. Click more options to see the Projects field.
2. Enter the project ID number for your customer's project then click ok.
3. To link an internal or external order to a project, click edit on the left hand navigation menu of an order.
4. Scroll down and click to expand Billing/Sales Information.
5. Add the Project ID number to the project field for Internal Orders. External Orders will have a dropdown menu of customer projects to select from.
6. To add a project to a PQuote, click the pencil icon to edit the PQuote Header.
7. Scroll down and click More Options.
8. Enter the project ID or name in the Project Name text field. Select the project from the dropdown menu then click ok.
9. To link a project to a PO, or to verify a project has been added to a PO, click Edit on the lefthand navigation menu of the PO.
10. Scroll down to the project name field and select the project from the dropdown menu, or verify the project name was generated when added to the PQuote preceding the PO.
11. Click Update Header
12. To view all objects linked to a project, click Sales > Quotes > Projects.
13. Search for your internal or external customer and click submit.
14. Click on the project ID you want to find objects linked to.
15. Here you can use the lefthand nav to see all objects linked to a project.