On a project quotation WBS, you can pre-define this subcontracting-related setup:

  • Subcontract - Mark the WBS line to be subcontracted.
  • Subcontractor - Define the default subcontractor for this WBS line. On creation of the subcontract, you can change the subcontractor. You define the subcontractor on the WBS line to get subcontracting prices for the WBS line.
  • Procurement category - Define the procurement category that is used to create purchase order lines for subcontract lines.


Standard procedure

1. Go to Project management and accounting > Quotations > Project quotations.
2. In the list, click the link in the selected row.
3. On the Action Pane, click Project quotation.
4. Click Advanced WBS Edit.
5. In the list, find and select the desired record.
6. Click the Setup tab.
7. Select Yes in the Subcontract field.
8. In the Subcontractor field, enter or select a value.
9. Click the Subcontracting tab.
10. In the list, find and select the desired record.
11. Click Assign category.
12. In the Category field, enter or select a value.
13. Click OK.

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