On a project change order work breakdown structure, you can use projects in the hierarchy. The default sales prices for these projects are defined by the sales prices in the quotation margin. However, for each project in the work breakdown structure, you can also define a specific sales price for specific categories.

These project-specific prices are applicable to the project and all lower work breakdown structure levels under the project. However, if you have defined a specific price for a sub-project, the project-specific price isn't applicable. Instead, the sub-project-specific price is applicable to the sub-project and all lower WBS levels under the sub-project.

If you transfer a project change order to a project, for each (sub-)project-specific price setup, a (sub-)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 statement.
4. On the Quotation statement form, on the Work breakdown structure pane, select a line of type Project.
5. On the Project quotation prices pane, 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.

Except for the top-level project, specific line prices for projects in the work breakdown structure remain unchanged.

6. Make the required changes to the prices. You can change the Sales price model and the Line pricing.
 

Note: If you make a change to the top-level project in the work breakdown structure, automatically the Manual override check box is selected. Manual override indicates that the price is changed manually. If you change the price for another project in the work breakdown structure, the Manual override check box remains cleared. Instead, the line price is shown next to the original price.

7. Close the Quotation statement form.

Provide feedback