In a project contracting environment, a quotation or bid typically starts with a tender Microsoft Excel format.
These tenders often have large work breakdown structures. So, it is time-consuming to manually enter this in Dynamics 365 for Finance and Operations.
Use the WBS bid import to easily create a work breakdown structure based on a tender.
On bid import, the Microsoft Excel tender is imported into the project quotation work breakdown in Dynamics 365 for Finance and Operations.
The import is done via an integration journal.
Name | Responsible | Description |
---|---|---|
Create and publish integration journal |
Project manager |
Use the integration journal to import a tender in Microsoft Excel format to a project quotation work breakdown structure. |
Update integration journal |
Project manager |
When the integration journal is published to the advanced WBS, you can change the bid values and bid rates in the advanced WBS. You can update these changes to the integration journal to keep the bid rates and bid values intact. |
Run WBS calculation |
Project manager |
If the setup of the work breakdown structure or a part of it is complete, run the WBS calculation. As a result, based on the calculation setup, this data is calculated.
|
Verify design with customer |
Product designer |
Before you transfer the project quotation to a project, verify the design with the customer. |
Create work breakdown structure |
Project manager |
A work breakdown structure (WBS) is a description of the work to be done for a project. It is a hierarchy of tasks that represents the composition of work, cost, and duration of each task. To create a WBS, you can use three types of nodes.
You can add several activities under the root node or a project node. |