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Questions about creating Projects form Sales Order Items
We are implementing SRP and have some concerns on how Project Tasks are being created.
Here is the scenario, on Items > Related Records > Projects there is a checkbox, Create Project. Below that there are 3 columns 'Task Template Name', 'Start Date Offset', and 'Effort'. However it is missing things like Predecessor, Parent Task, Generic Resource, Description, Budgets, etc. Therefore this is really hindering the project creation automation.
Does anyone know an easy way to just have the Sales Order Line Item create a project that just leverages a Project Template rather than using the functionality described above?
Essentially I want to define a Work Breakdown Structure template that can be initialized by Item.
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