Review cost value, bid value, and margin by cost code

If you use cost codes, for each project quotation, you can review the cost value, bid value, and margin by cost code.

Steps

1. Click Advanced project management.

2. Click Project quotation.

3. In the list, find and select the desired record.

4. Click Advanced WBS.

5. Click Edit.

6. Select the root node to view the cost value, bid value, and margin by cost code for the full WBS hierarchy.

7. Click the Cost codes tab.

8. Select Yes in the Revenue field.

9. Select Yes in the Cost field.

10. Click Refresh.