Execute rental process

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Use the Execute rental process flow after you initialize the project. This phase covers the execution of project-related activities.

You can procure products and services and track every cost and revenue against the project contract and customer budget.

In this phase, you can:

  • Manage work by using work breakdown structures.

  • Handle project forecasts and budgets.

  • Manage rental orders through the project.

  • Post actual costs, such as hours, expenses, items, and fees.

  • Prepare the customer invoice.

Flow diagram