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Create costings task and link to parent task

Create costings task and link to parent task

Your tasks needing supplier costings often lack assignment and context, which stalls quotes. Create a linked costings task connected to the original task so procurement can act same day.

Create costings task and link to parent task

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Overview

When a project task flips to require supplier costings, procurement often waits for a tracked assignment and context. This flow creates a linked costings task, copies essential fields, and connects both tasks so procurement coordinators can start supplier outreach the same day.

Create costings task and link to parent task