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Project Phase Settings: Equipment Settings, Adders, Default Costs, and Estimated Installation Dates
Usage Phase Settings: Persona Inventory and Utility Rate Escalation
Proposal Settings: Expiration Dates, Comparable Values, and Proposal Email
Note: The Proposal Templates are not included in the Data Sync’s features, as we already allow upstream organizations to share their templates with all downstream organizations.
Organization Settings: Organization Logo and Licences (note that this is only applicable to new organization invites).
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How can I predict how Settings will be synced?
Organization Settings, partnerships page
Talk about the different flags (Data Sync, allow edit)
Talk about how different Settings sync would be with varying flag variations (strict relationship (allow edit, don’t allow to edit); thinking if I should put this in a table.
Give examples with screenshots