#C30TUASAX #C298P0BCK Hi everyone. I'm looking for some help on the best way to work with Charged Based projects. From the documentation it sounds like you just setup the project and assign the charge based rules, however, I'm confused about how to apply this to Opportunities > Quotes > Sales orders > invoices We found when you first create a sales order and select the project, the items from the charge rules get added to the sales order and then when the SO is billed it takes the itesm from the SO onto the INvoice and this all works great. My issues are this. 1. After the sale is complete we need to make the project, then go back and update the QUote and SO to add the project. ANy way to avoid this extra step? 2. When going through pre-sales the items on teh Opportunity get added to the Quote. But then the items from the charge based rules ALSO get added to the Quote, when you go back and add the project on the Quote before processing, so you have to remove them. Is this the way it always works? 3. If the charge based rule is in the future (like a future milestone or recurring chaarge), then they do NOT get added to the Quote, so will they get added later? Or will they get missed on billing if not on the Quote/SO? 4. I read that it is recommended that you always create a sales order to bill from for each project, is this really the best process? So the Opp is part of pre-sales, then the Quote helps with pre-sales, but I feel we need to connect the Opp > Quote > Sales Order all together AND link to the project, but it is a pretty tedious process. Any other better options Here?