We are generating a Sales Contract to enable AFP. We then link that Sales Contract to a Project and in turn generate a Schedule of Work Estimate (SoWE) from the project to allow us to build out the estimate. Having built out the estimate, we connect to the Sales Contract and send over the data from the SoWE based on Revenue Sub Project lines. So far, all good. The Sales Contract Revision and Items contain the data based on what was sent over from the SoWE. However, when we select items within the lines and choose the button option ‘Activities’, there are none showing.
The Customer would have expected to see the connections as when passing over from the SoWE, there is an option that says ‘Update Without Project Activities’ and we do NOT activate that.
Instead, we find ourselves having to make the connection manually. Is there a way to connect them automatically? What is the function of that toggle?