Transferring Project Dates and Duration to Cost Sheets, Quotations, and Contracts
When you select a project in the Cost Sheet, Construction Quotation, or Contract form, the system fills in the Start date, Expiry Date, and Duration from the project, so you don’t need to enter them again manually. The project has the lowest priority: if the form has a linked Quotation or Cost Sheet, its dates are used instead.
Article Contents
What Is Transferred from the Project
| Form Field | Its Source in the Project |
|---|---|
| Start date | The project start date. |
| Expiry Date | The project delivery date. |
| Duration | The project duration and its unit. |
Priority
| Form | Order of Sources |
|---|---|
| Cost Sheet | The linked Quotation (if any), then the project. |
| Quotation | The linked Cost Sheet (if any), then the project. |
| Contract | The selected Quotation, then the project. |
Edits
- You can edit the dates and duration after they are filled in.
- Any one of the two dates or the duration is calculated from the other two.
- The Expiry Date must be after the Start date.
Steps
- Open the add form.
- Choose the project (in the Cost Sheet and Quotation, from Link … to and then Project).
- The dates and duration are filled in; review or edit them.
- If you then choose a Quotation or Cost Sheet that has dates, they are replaced with its dates.
- Click Save.
Date and Duration Fields
| Field | Required | Rules |
|---|---|---|
| Start date | Optional | A valid date. |
| Expiry Date | Optional | After the Start date. |
| Duration | Optional | A whole number of 1 or more, and the Unit is required with it (Months by default). |
Projects Available for Selection
- Cost Sheet and Quotation: Projects with the status Closed or Canceled are not shown.
- Contract: New projects that do not have a contract are shown.
- With Branches, the projects of the current Branch are shown.
Error Messages and Solutions
| Message | Reason | Solution |
|---|---|---|
| The Expiry Date must be after the Start date | The Expiry Date is before the start date. | Correct both dates. |
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Note: The report also mentions a group of visual fixes on the project page without giving details.
Frequently Asked Questions
Why didn’t the dates change when I selected the project?
Because the linked Quotation or Cost Sheet has priority.
Can I edit the transferred dates?
Yes.
Where does the Expiry Date come from?
From the project delivery date.
Does the project change if I edit the dates in the Contract?
No.
What if the project has no dates?
The fields stay empty.
Is the Budget transferred as well?
In the Cost Sheet, the Budget field is pulled from the project as read-only.
Can I leave the dates empty?
Yes, the fields are optional.
Is the duration calculated from the two dates?
Yes, any one of the three is calculated from the other two.
Why are the Contract dates different from the project?
Because the dates of the selected Quotation take precedence over the project.