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Assign a quotation, job/sales order, etc., to a project

If one of these was created without the project assigned, this explains how to assign it

Unlike other links, which can be managed from the links tab on a quotation. job/sales order. etc., this needs to be set using the Project field.


1. To assign a quotation, job/sales order to a project. this field needs to be visible

Quotation screen with the empty Project dropdown field highlighted below Order Tags, next to its edit button

2. If it is not, click on "Screen Options"

Quotation editor with the Screen Options button highlighted on the right, below the Draft status and Version number

3. Click on the switch to make the "Project" field visible

Edit Screen Settings panel filtered by "proj", with the off toggle switch next to the Project field highlighted

4. To assign it to the project, click here

Record details form with an orange click marker on the empty Project dropdown, below Order Tags and above Invoice Addr

5. Find and select the desired project

Project dropdown searched for "lond" with the P1000 - London Office result highlighted for selection

6. If you have the project open in another screen when making this change, refresh that screen (F5) so it has the latest data.

Learn more: project tracking in Zigaflow

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