Project records can be created from sales transaction –
Projects can be created from sales order , opportunities, estimate which are not closed, pending approval and cancelled
To enable this feature – in the item record for the service item for sales and resale – click on the checkbox create project under the related records subtab and choose project template or enter a task template name.
Navigation used is create project from sales transaction is – Transaction>customers>create project from sales transaction
click on create project checkbox and submit .
The start date of the project defaults to the start date of the sales transaction.