1. To-Increase Dynamics 365 for Finance & Operations
  2. Government contracting
  3. Manage projects

Create project quotations

You can use a project quotation to document your proposal values within D365 FO. A project quotation might include the items and services that are quoted, basic contact information, special trade agreements and discounts, and possible taxes and surcharges. You can include estimates of indirect costs to get the full picture of expected costs for the project quotation. For more information, refer to Project quotations.


Business development specialist Business development specialist They identify business opportunities and work on proposals. Contracts specialist Contracts specialist Liaison of contractors and the government. They work with the contracting officer in negotiation, contract mods, contract closeouts. Start Start Receive RFQ from customer Receive RFQ from customer Customers send out a request for quotation or request for proposal, to expect bids. These can come in various formats. Review for contract requirements Review for contract requirements It is important to review the RFQ for all potential contract requirements to ensure the resulting bid is complete and you can meet all the required tasks. Allocate indirect costs to project quotation Allocate indirect costs to project quotation You can create a basic project quotation. You can add an indirect cost plan to a project quotation and generate the indirect costs for it. It is important to remember to populate the required financial dimensions so that Government contracting calculates the indirect cost allocation correctly. Procedure 1. Go to Project management and accounting > Quotations > Project quotations. 2. Click New. 3. In the Customer account field, enter or select a value. 4. Click OK. 5. On the Action Pane, click Quote. 6. Click Indirect cost plan. 7. Click Apply Indirect Cost Plan to open the drop dialog. 8. In the Indirect cost plan field, enter or select a value. Note: You can add provisional rates, following the same steps as in the project contract. You can edit the ceiling rates but not the ceiling limits. 9. Click OK. 10. Click Save. 11. Close the page. 12. Click Add line. 13. In the list, mark the selected row. 14. In the Transaction type field, select an option. 15. In the Project category field, enter or select a value. 16. In the Quantity field, enter a number. 17. In the Unit price field, enter a number. 18. Click the Financial dimensions tab. 19. Enter or select all required dimensions. 20. Click Generate indirect costs. Note: As a result, the indirect costs are calculated and allocated. You can review the allocated indirect costs on the Project quotation lines page, in the Line details section. You can review the details on the work breakdown structure. 21. Click Save. Allocate indirect costs to project quotation with WBS Allocate indirect costs to project quotation with WBS You can create a project quotation with a work breakdown structure. You can add an indirect cost plan to a project quotation and generate the indirect costs for it. This structure contains tasks and estimations, which can be turned into quotation lines. It is important to remember to populate the required financial dimensions so that Government contracting solution calculates the indirect cost allocation correctly. For more information, refer to Work breakdown structures. Procedure 1. Go to Project management and accounting > Quotations > Project quotations. 2. Click New. 3. In the Customer account field, enter or select a value. 4. Click OK. 5. On the Action Pane, click Quote. 6. Click Indirect cost plan. 7. Click Apply Indirect Cost Plan to open the drop dialog. 8. In the Indirect cost plan field, enter or select a value. Note: You can add provisional rates, following the same steps as in the project contract. You can edit the ceiling rates but not the ceiling limits. 9. Click OK. 10. Click Save. 11. Close the page. 12. On the Action Pane, click Project quotation. 13. Click Work breakdown structure. 14. Click New. 15. In the Task name field, type a value. 16. In the View field, select an option. 17. In the list, mark the selected row. 18. Click New. 19. In the list, mark the selected row. 20. In the Transaction type field, select an option. 21. In the Quantity field, enter a number. 22. Click Financial dimensions. 23. Enter or select the financial dimensions as required. 24. Click OK. 25. Click Save. 26. Close the page. 27. Click Generate. 28. Click Create quotation lines from WBS. 29. On the Action Pane, click Quote. 30. Click Generate indirect costs. Note: As a result, the indirect costs are calculated and allocated. You can review the allocated indirect costs on the Project quotation lines page, in the Line details section. You can review the details on the work breakdown structure. 31. Click Save. Submit project quotation for approval Submit project quotation for approval You can use an approval workflow for project quotations. If you do so, submit the project quotation for approval when it is ready. Approval? Approval? Win? Win? Transfer project quotation to project Transfer project quotation to project If a quotation is marked as sent and confirmed, convert it to a project. Follow the standard wizard prompts to transfer your quotation to a project. Procedure 1. Go to Project management and accounting > Quotations > Project quotations. 2. In the list, click the link in the selected row. 3. Click Send quotation. 4. Click OK. 5. On the Action Pane, click Follow up. 6. Click Confirm. 7. Click OK. 8. Click Transfer to project and finish the wizard. Close project quotation when lost Close project quotation when lost If you lose a project quotation, you can mark it as lost with a reason why it was lost. For more information, refer to Update a quotation.  End End No Yes Yes No

Activities

Name Responsible Description

Receive RFQ from customer

Business development specialist

 		Customers send out a request for quotation or request for proposal, to expect bids. These can come in various formats.

Review for contract requirements

Contracts specialist

 		It is important to review the RFQ for all potential contract requirements to ensure the resulting bid is complete and you can meet all the required tasks.

Allocate indirect costs to project quotation

Business development specialist

 		You can create a basic project quotation. You can add an indirect cost plan to a project quotation and generate the indirect costs for it. It is important to remember to populate the required financial dimensions so that Government contracting calculates the indirect cost allocation correctly.

Allocate indirect costs to project quotation with WBS

Business development specialist

You can create a project quotation with a work breakdown structure. You can add an indirect cost plan to a project quotation and generate the indirect costs for it. This structure contains tasks and estimations, which can be turned into quotation lines. It is important to remember to populate the required financial dimensions so that Government contracting solution calculates the indirect cost allocation correctly. For more information, refer to Work breakdown structures.

Submit project quotation for approval

Business development specialist

You can use an approval workflow for project quotations. If you do so, submit the project quotation for approval when it is ready.

Transfer project quotation to project

Contracts specialist

 		If a quotation is marked as sent and confirmed, convert it to a project. Follow the standard wizard prompts to transfer your quotation to a project.

Close project quotation when lost

Contracts specialist

If you lose a project quotation, you can mark it as lost with a reason why it was lost. For more information, refer to Update a quotation. 

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