Activities – Copy From Fee Estimator

Copy from Fee Estimator

The Copy from Fee Estimator option allows you to replicate the tasks from the Fee Estimator as activities, which you can then assign to users to complete.

To use this option, first ensure that your Fee Estimator is properly filled-out with the various tasks that make up the project.

Then, go to the Activities page within the project.

Click the New button and choose the Copy from Fee Estimator option from the dropdown menu.

You will then get prompted via a pop-out that asks if you wish to proceed.

Selecting Yes will automatically create an activity for each task within the Fee Estimator. The activity will be populated as follows:

Activity: Task name

Notes: Task notes

Attachment: Not set

Source: The project

Responsible: The user that actions the feature

Contact: Not set 

Start Date: Stage start date if set, else project start date

Due Date: Same as the Start Date above

Category: Not set

Status: Open