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

Set up project quotation prices
Advanced Project Management task

In project quotations, the actual project sales price setup for hours, expenses, and fees is used.

However, you can define project quotation-specific price setup for specific categories.

These prices are applicable to the whole project quotation.

However, if you have defined a specific price for a sub-project, the project quotation price isn't applicable.

Instead, the sub-project-specific price is applicable to the sub-project and all lower work breakdown structure levels under the sub-project.

If you transfer a project quotation to a project, for each project quotation-specific price setup, a project-specific line is added to the related project sales price setup.


Standard procedure

1. Click Advanced project management.
2. Click Project quotation.
3. In the list, mark the selected row.
4. On the Action Pane, click Project quotation.
5. Click Quotation Margin.
6. Click Get actual prices.
7. Click OK to get the latest prices from the project price set up.
 

Note: On the Get actual prices dialog, if the Overwrite check box is:
- Cleared, only the prices are updated for which the Override check box is cleared as well.
- Selected, all prices are updated.
8. In the list, find and select the desired record.
9. Make the required changes to the prices. You can change the Sales price model and the Pricing.
  In the Pricing field, enter a number.
 

Note: If you make a change, automatically these check boxes are selected:
- Manual override: indicates that the price is changed.
- Recalculate: the price is changed, but not yet applied to the work breakdown structure of the project quotation.
10. Click Calculate all.
 

Note: If you change the price on a single line, you can click Calculate instead of Calculate all.
11. Click OK.
 

Note: As a result:
- The changed price setup is updated on each project in the work breakdown structure.
- Prices are recalculated for the estimate lines of the tasks in the work breakdown structure.
Related to Notes

Define project quotation price

 		 

Provide feedback