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

Set up project change order prices
Advanced Project Management task

In project change orders, the actual project sales price setup for hours, expenses and fees is used. However, you can define project change order-specific price setup for specific categories.

These prices are applicable to the whole project change order. However, if you have defined a specific price for a sub-project, the project change order 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 change order to a project, for each project change order-specific price setup, a project-specific line is added to the related project sales price setup.


Standard procedure

1. Click Project management and accounting -> Common -> Change orders -> Project change orders.
2. On the Project change orders list page, select a project change order with status Created.
3. On the Action pane, on the Quotation tab, in the Control group, click Quotation Margin.
4. On the Project quotation margin form, click Get actual prices. On the dialog, click OK. As a result, the latest prices are retrieved from the project price setup.
 

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.
5. Make the required changes to the prices. You can change the Sales price model and the Pricing.
 

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 change order.
6.

Apply the changed prices to the work breakdown structure of the project change order. To apply:

  • A single changed price, click Calculate.
  • All (changed) prices, click Calculate all.

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.
 

Note: If a project-specific price is defined, the price setup is not updated for this project node and its sub-project nodes.
7. Close the Project Quotation Margin form.
Related to Notes

Define price for project changes

 		 

Provide feedback