---
title: "Create a project from a sales quote"
slug: "bc-create-a-project-from-a-sales-quote"
description: "Streamline your sales process by creating projects from sales quotes, enhancing flexibility in costs and invoicing with our step-by-step guide."
tags: ["BC", "Business Central", "IEM", "Industrial Equipment Manufact.", "PCS", "Project Control Suite", "Task"]
updated: 2026-06-25T09:59:10Z
published: 2026-06-25T09:59:10Z
canonical: "docs.staedean.com/bc-create-a-project-from-a-sales-quote"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a project from a sales quote

In a scenario where sales is the leading activity but must be completed with assembly or installation activities, you can route the sales process through a project to create flexibility in the cost of goods sold.

Create a project from a sales quote with the **Make Order** function:

- In the pop-up page for that function, choose between **Sales Order** and **Project** (with the status Open).
- Select a template to create a project. To follow the sales flow of order > shipment > invoice, only base templates with an invoice template with invoicing method **Delivery** are shown. With this invoicing method, a billable line is created when the project planning line is posted.
- The project is created and the sales quote lines are added to the first project task as ProjectPlanning lines with application type **Deliver**. Because these ProjectPlanning lines are "system created," they cannot be removed. They also hold the pricing information from the sales quote line.

When the ProjectPlanning line is posted:

1. A **Posted Delivery** is created. This document has the same function as the posted sales shipment. Warehouse documents can be created based on the location's warehouse setup.
2. A **Project Billable Line** is created. You can create a sales invoice from this line.

## Steps

1. Choose the ![Lightbulb that opens the Tell Me feature](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/search_small(3).png) icon (Alt+Q) and enter **Sales Quotes**.
2. Create a new sales quote for an item.
3. When complete, select the **Make Order** action in the ribbon.
4. A pop-up window shows the available options. Select **Project**.
5. Selecting **Project** also makes the **Starting Date** and **Base Template Code** fields available.
6. Select a starting date, if different from the default work date.
7. Select a base template code. This must be a base template with the invoicing method set to **Deliverable**.
8. Click **OK** to confirm and create the project. The sales quote is archived.

> [!NOTE]
> **Note** All line types (Item, Resource, G/L Account, and Text) are copied to planning lines with application type Deliver in the **first** project task in the project. These lines are flagged as "system created" and cannot be deleted.

## Related

- [Create project quotes and update the budget](/bc-create-project-quotes-and-update-the-budget.md)
- [Project quotes](/bc-project-quotes.md)
- [Create a project quote from an opportunity](/bc-create-a-project-quote-from-an-opportunity.md)