{"id":158517,"date":"2026-11-08T10:14:57","date_gmt":"2026-11-08T10:14:57","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/project-dates-duration-cost-sheets-quotations-contracts\/"},"modified":"2026-11-15T14:29:55","modified_gmt":"2026-11-15T14:29:55","slug":"project-dates-duration-cost-sheets-quotations-contracts","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/project-dates-duration-cost-sheets-quotations-contracts\/","title":{"rendered":"Transferring Project Dates and Duration to Cost Sheets, Quotations, and Contracts"},"content":{"rendered":"
\n

When you select a project in the Cost Sheet, Construction Quotation, or Contract form, the system fills in the Start date<\/strong>, Expiry Date<\/strong>, and Duration<\/strong> 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.<\/p>\n

\n
Required Permissions<\/span>Permission to add or update records<\/span><\/div>\n
How to Access<\/span>Cost Sheet Create<\/strong><\/a> \/ Construction Quotation Create<\/strong><\/a> \/ Add Contract<\/strong><\/a> \u2192 Project<\/span><\/div>\n<\/div>\n
\n

Article Contents<\/p>\n

    \n
  1. What Is Transferred from the Project<\/strong><\/a><\/li>\n
  2. Priority<\/strong><\/a><\/li>\n
  3. Edits<\/strong><\/a><\/li>\n
  4. Steps<\/strong><\/a><\/li>\n
  5. Date and Duration Fields<\/strong><\/a><\/li>\n
  6. Projects Available for Selection<\/strong><\/a><\/li>\n
  7. Error Messages and Solutions<\/strong><\/a><\/li>\n
  8. Frequently Asked Questions<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    What Is Transferred from the Project<\/h2>\n\n\n\n\n\n\n
    Form Field<\/th>\nIts Source in the Project<\/th>\n<\/tr>\n
    Start date<\/strong><\/td>\nThe project start date.<\/td>\n<\/tr>\n
    Expiry Date<\/strong><\/td>\nThe project delivery date.<\/td>\n<\/tr>\n
    Duration<\/strong><\/td>\nThe project duration and its unit.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Priority<\/h2>\n\n\n\n\n\n\n
    Form<\/th>\nOrder of Sources<\/th>\n<\/tr>\n
    Cost Sheet<\/td>\nThe linked Quotation (if any), then the project.<\/td>\n<\/tr>\n
    Quotation<\/td>\nThe linked Cost Sheet (if any), then the project.<\/td>\n<\/tr>\n
    Contract<\/td>\nThe selected Quotation, then the project.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Edits<\/h2>\n
      \n
    • You can edit the dates and duration after they are filled in.<\/li>\n
    • Any one of the two dates or the duration is calculated from the other two.<\/li>\n
    • The Expiry Date must be after the Start date.<\/li>\n<\/ul>\n

      Steps<\/h2>\n
        \n
      1. Open the add form.<\/li>\n
      2. Choose the project (in the Cost Sheet and Quotation, from Link \u2026 to<\/strong> and then Project<\/strong>).<\/li>\n
      3. The dates and duration are filled in; review or edit them.<\/li>\n
      4. If you then choose a Quotation or Cost Sheet that has dates, they are replaced with its dates.<\/li>\n
      5. Click Save<\/strong>.<\/li>\n<\/ol>\n

        Date and Duration Fields<\/h2>\n\n\n\n\n\n\n
        Field<\/th>\nRequired<\/th>\nRules<\/th>\n<\/tr>\n
        Start date<\/strong><\/td>\nOptional<\/td>\nA valid date.<\/td>\n<\/tr>\n
        Expiry Date<\/strong><\/td>\nOptional<\/td>\nAfter the Start date.<\/td>\n<\/tr>\n
        Duration<\/strong><\/td>\nOptional<\/td>\nA whole number of 1 or more, and the Unit is required with it (Months by default).<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

        Projects Available for Selection<\/h2>\n
          \n
        • Cost Sheet and Quotation: Projects with the status Closed<\/strong> or Canceled<\/strong> are not shown.<\/li>\n
        • Contract: New<\/strong> projects that do not have a contract are shown.<\/li>\n
        • With Branches<\/strong>, the projects of the current Branch are shown.<\/li>\n<\/ul>\n

          Error Messages and Solutions<\/h2>\n\n\n\n\n
          Message<\/th>\nReason<\/th>\nSolution<\/th>\n<\/tr>\n
          The Expiry Date must be after the Start date<\/strong><\/td>\nThe Expiry Date is before the start date.<\/td>\nCorrect both dates.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
          \n

          \ud83d\udec8<\/span><\/p>\n

          Note:<\/strong> The report also mentions a group of visual fixes on the project page without giving details.<\/p>\n<\/div>\n

          Frequently Asked Questions<\/h2>\n

          Why didn’t the dates change when I selected the project?<\/h3>\n

          Because the linked Quotation or Cost Sheet has priority.<\/p>\n

          Can I edit the transferred dates?<\/h3>\n

          Yes.<\/p>\n

          Where does the Expiry Date come from?<\/h3>\n

          From the project delivery date.<\/p>\n

          Does the project change if I edit the dates in the Contract?<\/h3>\n

          No.<\/p>\n

          What if the project has no dates?<\/h3>\n

          The fields stay empty.<\/p>\n

          Is the Budget transferred as well?<\/h3>\n

          In the Cost Sheet, the Budget<\/strong> field is pulled from the project as read-only.<\/p>\n

          Can I leave the dates empty?<\/h3>\n

          Yes, the fields are optional.<\/p>\n

          Is the duration calculated from the two dates?<\/h3>\n

          Yes, any one of the three is calculated from the other two.<\/p>\n

          Why are the Contract dates different from the project?<\/h3>\n

          Because the dates of the selected Quotation take precedence over the project.<\/p>\n<\/div>\n","protected":false},"author":38,"featured_media":0,"template":"","categories":[2070,15599,16098],"tags":[],"class_list":["post-158517","tutorial","type-tutorial","status-publish","hentry","category-operations","category-construction","category-projects"],"yoast_head":"\nTransferring Project Dates and Duration to Cost Sheets, Quotations, and Contracts - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/project-dates-duration-cost-sheets-quotations-contracts\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Transferring Project Dates and Duration to Cost Sheets, Quotations, and Contracts - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"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. 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