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Capturing pre-sales costs on projects

edited Nov 28, 2019 12:25PM in Accounting / ERP 6 comments

Does anyone have a suggestion on how to capture pre-sales costs on projects? Also it would be ideal to capture all non-billable/project costs associated with the project (like consultants time for learning something related to the project) to show total cost. I believe you can use the Include CRM Tasks in Project Totals checkbox but this only captures the time and logs it as actual work and not the cost from what I have tested. This seems to be backwards. These types of activities shouldn't go as actual work as this would mess up rev rec on projects but they

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