1. To-Increase Dynamics 365 for Finance & Operations
  2. Advanced project management
  3. Activities

Create quotation lines from WBS
Advanced Project Management task

If you have finished the setup of the WBS, create project quotation lines from the WBS.

With the quotation lines in place, you can define the project quotation pricing and send the project quotation to your customer.


Standard procedure

1. Click Advanced project management.
2. Click Project quotation.
3. In the list, click the link in the selected row.
4. Click Generate.
5. Click Create quotation lines from WBS.
Related to Notes

Create work breakdown structure (WBS)

 		 

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