GSUG Project Creation, link to SO and Tasks
Project Creation and linking the same to Sales order and Tasks
Menu Path >> CloudFront > Collaboration Module > Projects > New
Collaboration Module > Projects > New > Update the Project details > Create
1. Link the created project to Sales Order
Menu Path >> CloudFront > CRM and Sales Module > Sales Order > All Sales Orders > Select a sales order > Other Details > Project > Select the Project from dropdown.
2. Link Project in Task
Menu Path >> CloudFront > Collaboration Module > Task Requests > Select Project from the dropdown > Create/Update.