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Project Number to be the same as Proposal Number

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Raka_1
Collector

Project Number to be the same as Proposal Number

We are creating projects from a proposal. The project being created gets a new number, i know it has been like this for a long time. Is there anyway to keep the Proposal number and Project Number same.
1 REPLY
Raj Ghimire
Occasional Visitor

Re: Project Number to be the same as Proposal Number

I don't think it's possible if you use the regular OOB Proposal to Project functionality. However, you should be able to create a custom WF which starts with proposal functionality to begin with but later instead of generating a New Project, continues in the same WF with Project process and functionalities. We have designed a "kind of similar" thing for one of our clients but you will find a lot of restrictions on OOB functionalities which might create frustrations and confusions.

So, I think the best way to do is to follow Proposal->Project path as designed which automatically reference two of them to each other.
-Raj
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