---
title: "Create a project quote from an opportunity"
slug: "bc-create-a-project-quote-from-an-opportunity"
description: "Manage projects in Microsoft Dynamics 365 Business Central, from sales opportunities to project quotes, streamlining your industrial equipment manufacturing process."
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-quote-from-an-opportunity"
---

> ## 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 quote from an opportunity

You can enter projects directly into Microsoft Dynamics 365 Business Central. This is a common approach when the contractor is known and there is an agreement about the price and deliverables of the project.

In many cases, a sales phase precedes the project and quotations are made to prospects who are not yet customers. To support these requirements, Industrial Equipment Manufacturing closely follows Microsoft Dynamics 365 Business Central's sales process, where a sales opportunity can be created for a contact or a customer.

Opportunities are driven by a sales cycle consisting of sales cycle stages. In a stage, you can specify when a quote (sales or project) is required.

## 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 **Opportunities**.
2. Click **Edit** to open the opportunity and select the **Actions** tab.
3. Click **Assign Project Quote** in the ribbon of the **Actions** tab.
4. A **Project card** opens with the customer or contact details of the opportunity.

> [!NOTE]
> Notes
> 
> - If you selected a **Bill-to Contact** only (for which no **Bill-to Customer** exists yet), also specify a **Customer Template**. Use the **Show More Fields** option to make the **Customer Template** field visible.
> - The **Project card** shows the **Opportunity No.** field with the linked opportunity number, and the **Project Status** field showing the type **Quote**.
> - The **Opportunity card** shows **Sales Document Type**: **Project Quote**, and **Sales Document No.**: the project number just created. Click **Show Project Quote** to open the linked project quote.

## 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 from a sales quote](/bc-create-a-project-from-a-sales-quote.md)