Establish Relationship Across Modules

When organizing the data structure hierarchy from the overall project level to the module-level tasks, Project Managers can easily recognize the relationship across modules based on the Module Type configured by the Site Admin. 

For example, during the Estimate, Budget, and Purchase Order module creation process, to establish a relationship, the Budget becomes the reference for an Estimate, and the Purchase Order becomes a reference for the Budget.

To configure the relationship across modules, at the Tenant level, from the Module Designer Settings, specify the Type as REFERENCE MODULE.

See Also

Organize Data in a Hierarchical Structure

Pick Reference Record to Import Line Items

Perform Validations on Line Items

Customizable Cost Sheet