Project Quotes
A Project Quote is a special kind of sales quote. When a project is in the quote state, you can make preliminary budget calculations based on which the project is offered to a customer. You can set up or change the project's task structure and timeline. A Project Quote can be created for a Contact in combination with a Customer Template.
When the Project Quote is created from the Planned state the Estimate must be broken down into budget lines with the help of a Breakdown function where each Project Cost Type per Element can be broken down in individual budget lines.
A Project Quote can also be created directly from an Opportunity or manually through the Create Project (Ctrl+J) action. In the Quote state a Service Object can be created from the Project Deliverable, with this Service Object the Service Department can start planning and prepare service contracts.
You can create multiple calculation versions for the ProjectQuote by creating new budget versions or by activating a previous budget version.
When the Project Quote is Won the state is changed to Order.
- a Customer is created (when required) from the Contact and Customer Template.
- the active budget is copied as well, all other budget versions are archived.
When a Project Quote is Lost the state is changed to Completed.
| To | See |
|---|---|
| Learn about Budgeting a Project | Budgeting |
| Create a Project Quote from an Opportunity | Make Project from Opportunity |
| Create a Project from a Sales Quote | Make Project from Sales Quote |
| Learn about the Create Item wizard on budget lines | Create Item Wizard |
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