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Attaching cases to projects

edited Nov 28, 2019 12:25PM in Accounting / ERP 1 comment

I need to track enhancement requests for customers. We now open a case for each enhancement request and document the requirements, then escalate the case to product management. What I'd like to do is to treat a category of enhancements (such as reporting) as one project with assigned work. I created a project and assigned my resources, but when I look under the Case tab, I don't see a way to hook a pre-existing case to the project - I only see a way to create new cases.

Any thoughts? ideas?


Thanks. Kevin

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