You can create subcontracts for WBS lines to be subcontracted. You can create a new subcontract or add lines to an existing subcontract.
1. | Go to Project management and accounting > Quotations > Project quotations. |
2. | In the list, click the link in the selected row. |
3. | On the Action Pane, click Project quotation. |
4. | In the Project Quotation Lines section, click Generate. |
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Note: This step is required to be complete before you can create a subcontract. |
5. | Click Create quotation lines from WBS. |
6. | Click Advanced WBS Edit. |
7. | Click the Subcontracting tab. |
8. | In the list, find and select the desired record. |
9. | Click Create subcontract. |
10. | Click Next. |
11. | In the Subcontractor field, enter or select a value. |
12. | Click Next. |
13. | Make selection to include Hour transactions if required. |
14. | Make selection to include Expense transactions if required. |
15. | Make selection to include Item transactions if required. |
16. | Make selection to include Equipment transactions if required. |
17. | Click Next. |
18. | In the list, find and select the desired record. |
19. | Click Next. |
20. | Click Finish. |
Related to | Notes |
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Create subcontract from project quotation |
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