Quoting from an existing project

We’re having an issue with how variation quotes are handled in WorkGuru that’s impacting our project tracking and workshop workflow.

When we start a project, a project number is generated, and this number is used across all job cards, drawings, and documentation. However, if additional work is identified later — either by our team or requested by the customer — we can’t simply create a quote within the existing project.

Instead, WorkGuru requires us to generate a variation quote, which, once accepted, creates a new separate project under a project group. This breaks our internal tracking process, as we now have multiple project numbers and separate documents for what is functionally the same job.

We would prefer to be able to quote and approve additions directly within the original project to:

• Keep all project items under the same project number

• Avoid splitting documentation

• Maintain clearer workshop and admin workflows

Is there a way to do this currently, or is this something that could be considered for development?

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