Start a new topic

Props and POs not createable from project dashboard

Cannot create proposals or purchase orders from the project dashboard if there are no PO's or proposals.  See attachment for error message.  We have found a work around, go to items and click create new Purchase order or new proposal.  Then we can access and create from the project dashboard.  

Capture.PNG
(43.3 KB)
1 Comment

Hi Cheryl,

Thanks for pointing that out- we actually just updated those pages so if there are no records yet (i.e. no proposals or purchase orders) on that project then a video tutorial page should pop up. There's a button on that page to create a new PO or Proposal. Please let me know if that doesn't now show up for you- 


Best,

Kevin

Login or Signup to post a comment