Various Part actions are generic and can be performed on any kind of Part at any point in the Project workflow.
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Add Part
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This function allows you to add a Part to a Project. - Select the Project from All Projects.
- On the Project Parts page, click the Add Part button.
You will be redirected to the Add Part page.
- Follow the normal workflow for adding a Part.
For more information see Finding a Quote Request item.
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Unlock / Lock Current Part
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This function allows you to delete a Project Part. - Select the Project from All Projects.
- On the Project Parts page, click the Delete Selected button.
A warning message appears:
You are asked to give a reason for deletion, but can delete without it.
Is the reason stored / sent anywhere? Please check with Matt, not sure if the reasons are stored anywhere? Worth checking in Audit Tr?
- Click Yes.
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This function allows you to copy a Project Part. This can save you a lot of time if you need to create multiple similar Parts. You can copy a Part and amend it rather than having to re-enter all the details from scratch. - Select the Project from All Projects.
- On the Project Parts page, click the Copy Selected button.
A copy of the Part is created with the status New.
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Quote Selected
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This is used when sending a quote which consists of multiple quotes |
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