Line items from an estimate to a project
I have a table called estimates that has a one to many relationship with a table called items. This allows our project managers to add line items when they are quoting an estimate. I want to have a ta...
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My gut says a project is parent to estimates, and Estimates is parent to items, (makes sense). Since it sounds like you want to "Clone" the same items to a project, I would send the project number down to Estimate, and again to Items. Once you've done that, let's say the field for this is called "Related Estimate - Related Project ID"
Once we have a way of "auto-pushing" the project to Items, we can then relate Items to projects, BUT before you save the relationship, set the "Reference" field to "Related Estimate - Related Project ID" rather than the default.
Doing this will replace your typical "Drop-Down" on the items table with an automatic relationship to the same project that the estimate relates to.
Sounds harder than it is, but the next question is what other functionality will you need in terms of items now that they're attached to a Project/work order..., ie status, scheduling and resource assignments, Change orders, etc?
Hope this helps!
Right now an estimate is acting as the parent to everything else. From the estimate I want to be able to create a project/work order that will go to the workers with the list of line items without the prices that need to be completed. I'll check into your solution and see if it works for what I have set up