Pick Reference Record to Import Line Items

Users can now pick up any record available within a module, mark it as a Reference by saving, following that, import the line items, and perform validations across the different Records.

For example, during the project level budgeting, any created estimate can be picked up as a reference and saved. After referencing the record through saving, the system allows importing all the related line items within the Estimate into the budget for subsequent validations.

See Also

Organize Data in a Hierarchical Structure

Establish Relationship Across Modules

Perform Validations on Line Items

Customizable Cost Sheet