The concept of project quotations is introduced to make an attractive offer to a customer as the first step of the project phase.

Using project quotations, you enter the services, basic contact information, special trade agreements and discounts, and estimated taxes and surcharges for a project.

You can also select the activities or tasks for a project and create a hierarchy of tasks and subtasks.

For each activity, you can enter details about the timing and duration of the activity, and about the skills and experience that are required for workers who perform the activity.


For more information, refer to Create a project quotation.


Standard procedure

1. Click Advanced project management.
2. Click Project quotation.
3. Click New.
4. In the Customer account field, enter or select a value.
5. Click OK.
 

Note: You can define the related project on the General tab. When the project quotation is created, you can also link a project on the project header.

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