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Question

It should be possible to add duplicate inventory ID to a project task

  • June 30, 2026
  • 2 replies
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jdobish
Captain I
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We have a client that does a lot of custom one off work, and they often reuse the same inventory ID, so they do not have to create 100000 inventory id that they will never use. They are using estimates, so everything gets built out to meet the needs of their customer, but when they go to add it in to the project, it will not allow for duplicates on the project task. 

They don’t really want to create multiple project tasks, as it duplicates a lot of their work flows. Ideally we would be able to utilize configurations, but configurations and estimates don’t play nicely, especially since there are a lot of outside processes and unknown charges that they need to then flow down.

The workaround that they have come up with is to have duplicate inventory ID (remove and replace1, remove and replace 2, etc) so that they can add everything to the project task and group everything together.

Not ideal, but better than creating a bazillion part numbers. 

2 replies

LeanneM
Semi-Pro III
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  • Semi-Pro III
  • July 1, 2026

Why dont they create a task for each custom work rather?  Then at least you can also budget per custom item.  The point of the project is to summarise all the detail into the screen, so no duplicates used.  IE tasks can be CUSTOM1, inventory ID 1234, then task CUSTOM2, inventory ID 1234

 


jdobish
Captain I
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  • Author
  • Captain I
  • July 1, 2026

That was our initial plan but because they have activities tied to each task it was not ideal.  They are using activities as a way to manage project action items, and duplicating that workload is a lot more work.  There are a lot of shared action items for costing, as well as logistics.  

The goal is to cut down on work and also keep cost buckets grouped together due to costs that are spread across multiple phases of work.  They are using projects as both a cost tracking as well as a more traditional project tracker (ms project) for example.