You can create subcontracts for WBS lines to be subcontracted. You can create a new subcontract or add lines to an existing subcontract.


Standard procedure

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.
 

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.

Provide feedback