Project created via Quote agreement - issues
J
Joanna
I am sending the list of issues I encountered:
- I have set in my quote the package to be using tasks from project template. However what it does is add all line items as tasks PLUS the tasks from the template assigned. I thought the expected behaviour is to only use the template?
Ex. I have set a Discount in Quote via line item, as there is no other way. Then this Discount is created as a task and using a project template does not stop this. It is added to template's tasks. It will do this with per item and fixed price projects.
- Creating Project from template via the process -> Sign quote -> pay Invoice -> create project does not respect the project template settings on the collaboration type, visibility, time worked display, etc. setup of the project. It always defaults to the same settings. I have to manually edit them upon creation.