In project quotations, the actual project sales price setup for hours, expenses, and fees is used.
However, you can define project quotation-specific price setup for specific categories.
These prices are applicable to the whole project quotation.
However, if you have defined a specific price for a sub-project, the project quotation price isn't applicable.
Instead, the sub-project-specific price is applicable to the sub-project and all lower work breakdown structure levels under the sub-project.
If you transfer a project quotation to a project, for each project quotation-specific price setup, a project-specific line is added to the related project sales price setup.
1. | Click Advanced project management. |
2. | Click Project quotation. |
3. | In the list, mark the selected row. |
4. | On the Action Pane, click Project quotation. |
5. | Click Quotation Margin. |
6. | Click Get actual prices. |
7. | Click OK to get the latest prices from the project price set up. |
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Note: On the Get actual prices dialog, if the Overwrite check box is: |
8. | In the list, find and select the desired record. |
9. | Make the required changes to the prices. You can change the Sales price model and the Pricing. |
  | In the Pricing field, enter a number. |
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Note: If you make a change, automatically these check boxes are selected: |
10. | Click Calculate all. |
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Note: If you change the price on a single line, you can click Calculate instead of Calculate all. |
11. | Click OK. |
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Note: As a result: |
Related to | Notes |
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Define project quotation price |
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