HSO | ProServ
projects360 for Project Operations — 10.0.26
  • 10.0.45
  • 10.0.44
  • 10.0.43
Table of Contents
HSO | ProServ
  • projects360 for Project Operations — 10.0.26
    • projects360 for Project Operations — 10.0.45
    • projects360 for Project Operations — 10.0.44
    • projects360 for Project Operations — 10.0.43
GrabGrab
GrabGrab
  • Introduction
  • What’s new in version 10.0.26
  • Initial configurations
    • Finance and Operations
      • projects360 integration parameters
      • projects360 parameters
      • Dual-write sync from Finance and Operations to Project Operations
      • Periodic tasks
    • Project Operations
      • Company parameters
      • Financial dimensions
      • Autonumber settings
      • Project parameters
      • Contract reason codes
      • Qualify lead parameters
  • Opportunity management
    • Opportunity sales process
    • P-project (Proposal project)
    • Opportunities for Leads (non-customers)
    • Opportunity lines
      • Project Draft
      • Auto-create Quote for project draft
      • Close as Won/Lost and Reopen line
    • Opportunity header close as Won/Lost
  • Contract management
    • Project contract
    • Project contract line
      • Create contract line from project
  • Project management
    • Projects
    • Project tasks
      • Copy Tasks from Project
    • Subprojects
      • Copy Estimated to Original contract
    • Release process
    • Actuals

Project management

This section details out the enchantments provided at the Projects level in Project Operations. The enhancements that are grouped together in this section are related to:

Projects

Project tasks

Subprojects

Release process

Actuals integration

Select a section to view more details about them.


Create contract line from project
Projects
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