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Start a project plan with your usual defaults

Create a project plan when the first quote line is added, and start new lines with Allow times on.

Use this when every new project should start with a plan, and new lines should allow times.

Go to Settings → Job / Project Settings.

  • Turn on Automatically create Project Plan if a plan should be created when the first line is added to a project quote.

  • Turn on Allow times on by default if new plan lines should allow times.

Plans and lines you have already built stay as they are.

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