If a customer has confirmed a project quotation, you can transfer it to a project.
For more information, refer to Create a project from a quotation by using the Transfer to Project wizard.
1. | Click Advanced project management. |
2. | Click Project quotation. |
3. | In the list, find and select a project quotation with status Confirmed. |
4. | On the Action Pane, click Follow up. |
5. | Click Transfer to project. |
6. | Click Next. |
7. | In the Project ID field, type a value. |
8. | Click Next. |
9. | Select Yes in the Transfer WBS estimates to project forecasts field. |
10. | Click Next. |
11. | Select Yes in the Transfer to item requirement field. |
12. | Click Next. |
13. | Click Finish. |
14. | Click to follow the link in the Project ID field. |
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Note: As a result, the new project is opened. |
In Project Control Suite, on the Transfer to Project wizard:
Related to | Notes |
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Create and manage project quotations |
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