Create or edit items only for the current project (without affecting the global catalog)

Users want to be able to create custom items (materials, labor, expenses) or modify prices specifically for a current quote, without these changes being automatically saved to the global item library (catalog). Currently, by default, modifying an item in a project updates the database for future projects. This clutters the catalog with one-time-use items and can cause errors (for example, the propagation of old versions of items when opening an old project). A feature or setting is needed to disable automatic synchronization and make the project’s item list completely independent of the global catalog.

Open the item properties dialog; per-item settings are here—the logical place to control whether edits sync to the catal
Open the item’s details screen; the per-item settings are located here—the logical place to control whether changes sync with the catalog

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Upvoters
Status

Completed

Board

Evalumo

Date

3 months ago

Author

Louis-Philippe Tremblay

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