Projects
Native RMSS Projects shell. Projects are the durable business thread from lead/RFQ through quote, order, job, shipment, and invoice. Current production project data remains available through the spirit-site bridge.
| Project |
Customer |
Kind |
State |
Quotes |
Orders |
Jobs |
External Refs |
|
P-1001 — Bridge plate package
Example customer project that has moved from quote to order.
|
Rocky Mountain Steel |
customer_work |
ordered |
1 |
1 |
1 |
1 |
|
P-1002 — Pipedrive lead example
Example lead that has not become an RFQ/order yet.
|
Prospect Customer |
sales_opportunity |
lead |
0 |
0 |
0 |
1 |
|
P-1003 — RMSS internal improvement
Example internal project to prove Project is broader than customer orders.
|
— |
internal |
in_production |
0 |
0 |
0 |
0 |