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Associate a task with a Project

A task can be assigned to the Project immediately by creating it in the "Requisitions" or "Request" tab of the Project. The tasks created here receive a link to the Project, which appears on the "Header data" tab of the task.

To create a Requisition or Request for a Project, click on the "New" button

 

Tab "Requisitions" in the Project

 

Attention:

The delete button “Red X” does not remove the link to the Project, but deletes the entire transaction.

 

The assignment of a transaction to a Project can also be done in the dialog box for the direct creation of a Requisition or Request by selecting the Project in the same dialog box.

 

Dialog box New Request with Project assignment

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