{"id":110,"date":"2009-08-20T10:20:00","date_gmt":"2009-08-20T10:20:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagemas\/?p=110"},"modified":"2025-04-23T06:36:50","modified_gmt":"2025-04-23T06:36:50","slug":"auto-creation-of-a-project-estimate","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2009\/08\/20\/auto-creation-of-a-project-estimate\/","title":{"rendered":"Auto Creation of a Project &#038; Estimate"},"content":{"rendered":"\n<p>In the Project Accounting module of the MAS 500 system, the user can create a Master Project and against that Master Project create a Sub Project. After the Project, the user can enter Project estimates. But to add other activities like Timesheet, Invoices, and Project Transactions (Debit\/Credit) user has to post the estimate entries for the \u2018Fixed Price\u2019 and \u2018Fixed Price + \u2018project types.<\/p>\n\n\n\n<p>What about if the user wants to create a sub-project for a Master Project and its estimate on just a single button click? We at Greytrix, have a component where the user has to just create a Master Project and hits a single button and the program will create a Sub-Project and Estimate for that Master Project with default values. Please refer to the below screenshot.<\/p>\n\n\n\n<p><img fetchpriority=\"high\" decoding=\"async\" id=\"BLOGGER_PHOTO_ID_5371989723301409010\" title=\"Maintain Master Projects\" width=\"320\" height=\"310\" border=\"0\" class=\"alignnone\" style=\"display: block; margin: 0px auto 10px; text-align: center; cursor: hand; width: 320px; height: 310px;\" src=\"https:\/\/1.bp.blogspot.com\/_A6_b0zkYeSY\/So0kMPpt8PI\/AAAAAAAAAiM\/M9cGUAfIjRc\/s320\/Master.JPG\" alt=\"Maintain Master Projects\">On clicking the \u2018Create Sub Job &amp; Estimate\u2019 button, the routine will first perform the required validation of the Master Project and display the new screen in which the user has to select the \u2018Project Type\u201d and click on the \u2018Proceed\u2019 button.<\/p>\n\n\n\n<p><img decoding=\"async\" id=\"BLOGGER_PHOTO_ID_5371989711464241634\" title=\"Create Sub-Job &amp; Estimate\" width=\"293\" height=\"158\" border=\"0\" class=\"alignnone\" style=\"display: block; margin: 0px auto 10px; text-align: center; cursor: hand; width: 293px; height: 158px;\" src=\"https:\/\/3.bp.blogspot.com\/_A6_b0zkYeSY\/So0kLjjhGeI\/AAAAAAAAAiE\/Y0MkB-EzWx8\/s320\/Project+Type.JPG\" alt=\"Create Sub-Job &amp; Estimate\">In processing, sub-Project ID will be created with Master Project ID + incremental value (-01) (i.e. 00000065-01). For estimate transactions rest of the values are defaulted from Master projects like Customer, Customer Contact, Project class, etc.<\/p>\n\n\n\n<p>If you feel you could benefit from such customization or from any other form of customization feel free to contact us at <a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>.<\/p>\n\n\n\n<p><strong>About Us<\/strong><br><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> is a one-stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation expertise.<\/p>\n\n\n\n<p>Greytrix&nbsp;has some unique solutions of&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\">Sage 100 integration with Sage CRM<\/a>,&nbsp;and&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-100-erp\/gumu-100-salesforce-integration\">Salesforce.com<\/a>&nbsp;along with&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-100-erp\/sage-50-us-sage-100-migration\">Sage 100 Migration from Sage 50 US<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/gumu-sage-intacct-sage-100-migration\">Sage Intacct<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-100-erp\/quickbooks-sage-100-migration\">QuickBooks<\/a>, Sage Business Vision and Sage Business Works. We also offer best-in-class&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-100-erp\">Sage 100 customization and development services&nbsp;<\/a>to Sage business partners, end users, and Sage PSG worldwide.<\/p>\n\n\n\n<p>For more details on Sage 100 Services, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In the Project Accounting module of the MAS 500 system, the user can create a Master Project and against that Master Project create a Sub Project. After the Project, the user can enter Project estimates. But to add other activities like Timesheet, Invoices, and Project Transactions (Debit\/Credit) user has to post the estimate entries for\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2009\/08\/20\/auto-creation-of-a-project-estimate\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[75,156],"tags":[],"class_list":["post-110","post","type-post","status-publish","format-standard","hentry","category-estimate","category-project-accounting"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Automatic Project and Estimate Creation<\/title>\n<meta name=\"description\" content=\"Know module of the MAS 500 system, the user can create a Master Project and against that Master Project create a Sub Project.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2009\/08\/20\/auto-creation-of-a-project-estimate\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Automatic Project and Estimate Creation\" \/>\n<meta property=\"og:description\" content=\"Know module of the MAS 500 system, the user can create a Master Project and against that Master Project create a Sub Project.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2009\/08\/20\/auto-creation-of-a-project-estimate\/\" \/>\n<meta property=\"og:site_name\" content=\"GUMU\u2122 Integrations \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2009-08-20T10:20:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-04-23T06:36:50+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/1.bp.blogspot.com\/_A6_b0zkYeSY\/So0kMPpt8PI\/AAAAAAAAAiM\/M9cGUAfIjRc\/s320\/Master.JPG\" \/>\n<meta name=\"author\" content=\"greysagemas\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagemas\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2009\/08\/20\/auto-creation-of-a-project-estimate\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2009\/08\/20\/auto-creation-of-a-project-estimate\/\",\"name\":\"Automatic Project and Estimate Creation\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2009\/08\/20\/auto-creation-of-a-project-estimate\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2009\/08\/20\/auto-creation-of-a-project-estimate\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/1.bp.blogspot.com\/_A6_b0zkYeSY\/So0kMPpt8PI\/AAAAAAAAAiM\/M9cGUAfIjRc\/s320\/Master.JPG\",\"datePublished\":\"2009-08-20T10:20:00+00:00\",\"dateModified\":\"2025-04-23T06:36:50+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/#\/schema\/person\/b57e6e3564a12ef62967850ae0416728\"},\"description\":\"Know module of the MAS 500 system, the user can create a Master Project and against that Master Project create a Sub Project.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2009\/08\/20\/auto-creation-of-a-project-estimate\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2009\/08\/20\/auto-creation-of-a-project-estimate\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2009\/08\/20\/auto-creation-of-a-project-estimate\/#primaryimage\",\"url\":\"https:\/\/1.bp.blogspot.com\/_A6_b0zkYeSY\/So0kMPpt8PI\/AAAAAAAAAiM\/M9cGUAfIjRc\/s320\/Master.JPG\",\"contentUrl\":\"https:\/\/1.bp.blogspot.com\/_A6_b0zkYeSY\/So0kMPpt8PI\/AAAAAAAAAiM\/M9cGUAfIjRc\/s320\/Master.JPG\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2009\/08\/20\/auto-creation-of-a-project-estimate\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Auto Creation of a Project &#038; 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