Solution Properties
Solution ID:
241021204828547
Last Modified Date:
Mon Oct 21 20:49:39 UTC 2024
Taxonomy Path:
Case category//How do I...
Author:
Dane.ridley@sage.com
Scheduling work using quotes and estimates
Description

You can now set and track Schedule and Completion dates for your projects. These dates help you manage start and finish times but we don't share them with customers.

 NOTE: Scheduling is unavailable for declined or invoiced projects.

Cause
Resolution
  1. From the Sales dropdown, select Quotes and estimates.
  2. Open the relevant quote or estimate.
  3. Select Schedule from the actions area.
    The word "Schedule" highlighted in the actions area.
  4. Enter a Start date and Finish date.
  5. Enter an optional Accepted note. 
  6. Select Schedule. 

View the new Start work and Finish work columns on the Quotes and estimates page to track project timelines.

highlighted the "start" and "finish" columns on the Quotes and estimates page.

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