The Project Control Suite process for project quotations is fully based on and makes use of all functions as available in D365 FO.

In this process, the focus is on the Project Control Suite additions to the project quotation process.

For more information on working with project quotations, refer to Generate and manage project quotations.

Project manager Project manager Sales manager Sales manager Sales representative Sales representative Start Start Create project quotation Create project quotation The concept of project quotations is introduced to make an attractive offer to a customer as the first step of the project phase.Using project quotations, you enter the services, basic contact information, special trade agreements and discounts, and estimated taxes and surcharges for a project. You can also select the activities or tasks for a project and create a hierarchy of tasks and subtasks. For each activity, you can enter details about the timing and duration of the activity, and about the skills and experience that are required for workers who perform the activity.For more information, refer to Create a project quotation. Procedure 1. Click Advanced project management. 2. Click Project quotation. 3. Click New. 4. In the Customer account field, enter or select a value. 5. Click OK. Note: You can define the related project on the General tab. When the project quotation is created, you can also link a project on the project header. Create work breakdown structure

Create work breakdown structure

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.

  • Root node: Root node is the project header node. 
    This is created automatically and is shown by default after you click Advanced WBS.
    When you transfer a project quotation to a new project, the root node becomes the main project.
    When you add the project quotation to an existing project, the root node is ignored.
  • Project node: In the WBS, you can have multiple sub-projects which are called project nodes.
  • Activity node: Activity nodes contain the project tasks.
    • Standard - You can add tasks to lines of type Project and Standard.

    • Summary - You can add summary lines to lines of type Project.

    • Detail - You can add detail lines to lines of type Summary and Detail.

  • You can use these activity types.

You can add several activities under the root node or a project node.
You can add an activity under an activity. You cannot add a project node under an activity.
For more information on working with work breakdown structures, refer to About work breakdown structures

Define project quotation price

Define project quotation price

In Project Control Suite, you can use several ways to define the sales price for a project quotation.

You can:

  • Use the project price setup.
  • Define specific prices for project quotations.
  • Define specific prices for project lines in the work breakdowns structure of a project quotation.
  • Define contract totals for work breakdown structure project lines of type Fixed price.

You can define the default set up for pricing priority on the Project Control Suite parameters.

You can change it for each project quotation. You can also define prices during the design of the work breakdown structure.

Submit project quotation for review Submit project quotation for review If you have finished the setup of the project quotation, including the estimates and pricing setup, you must submit the project quotation for review. A project quotation must be approved internally before you can send it to the customer. Procedure 1. Click Advanced project management. 2. Click Project quotation. 3. In the list, click the link in the selected row. 4. Click Workflow. 5. Click Submit. 6. In the Comment field, type a value. 7. Click Submit. Review project quotation Review project quotation If a project quotation is submitted, internal approval of the project quotation can be done. The user, to whom the approval is assigned, gets a task.As a result of the project quotation approval, you can choose these options:Approve - The project quotation can be sent to the customer.Redesign - Changes are required for the project quotation. Its status is set to Created.Delegate - Assign the project quotation to another reviewer.Cancel - The project quotation is stopped. Manage customer interaction

Manage customer interaction - Project quotation

The sales representative manages the customer interaction with regards to the project quotation.

Transfer project quotation to project Transfer project quotation to project 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. Procedure 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. Note: As a result, the new project is opened. Notes In Project Control Suite, on the Transfer to Project wizard: You are not asked to define the project contract. You define the project contract on the project quotation work breakdown structure. The Transfer to project forecast check box is always selected and disabled. Cancel Cancel End End End End What’s the result? What’s the result? What’s the result  of the review? What’s the result  of the review? Confirm Lost quotation Revise Approve Cancel Reject Redesign Delegate

Activities

Name Responsible Description

Create project quotation

Sales representative

The concept of project quotations is introduced to make an attractive offer to a customer as the first step of the project phase.

Using project quotations, you enter the services, basic contact information, special trade agreements and discounts, and estimated taxes and surcharges for a project.

You can also select the activities or tasks for a project and create a hierarchy of tasks and subtasks.

For each activity, you can enter details about the timing and duration of the activity, and about the skills and experience that are required for workers who perform the activity.


For more information, refer to Create a project quotation.

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.

  • Root node: Root node is the project header node. 
    This is created automatically and is shown by default after you click Advanced WBS.
    When you transfer a project quotation to a new project, the root node becomes the main project.
    When you add the project quotation to an existing project, the root node is ignored.
  • Project node: In the WBS, you can have multiple sub-projects which are called project nodes.
  • Activity node: Activity nodes contain the project tasks.
    • Standard - You can add tasks to lines of type Project and Standard.

    • Summary - You can add summary lines to lines of type Project.

    • Detail - You can add detail lines to lines of type Summary and Detail.

  • You can use these activity types.

You can add several activities under the root node or a project node.
You can add an activity under an activity. You cannot add a project node under an activity.
For more information on working with work breakdown structures, refer to About work breakdown structures

Define project quotation price

Sales representative

In Project Control Suite, you can use several ways to define the sales price for a project quotation.

You can:

  • Use the project price setup.
  • Define specific prices for project quotations.
  • Define specific prices for project lines in the work breakdowns structure of a project quotation.
  • Define contract totals for work breakdown structure project lines of type Fixed price.

You can define the default set up for pricing priority on the Project Control Suite parameters.

You can change it for each project quotation. You can also define prices during the design of the work breakdown structure.

Submit project quotation for review

Sales representative

If you have finished the setup of the project quotation, including the estimates and pricing setup, you must submit the project quotation for review.

A project quotation must be approved internally before you can send it to the customer.

Review project quotation

Sales manager

If a project quotation is submitted, internal approval of the project quotation can be done. The user, to whom the approval is assigned, gets a task.

As a result of the project quotation approval, you can choose these options:

  • Approve - The project quotation can be sent to the customer.
  • Redesign - Changes are required for the project quotation. Its status is set to Created.
  • Delegate - Assign the project quotation to another reviewer.
  • Cancel - The project quotation is stopped.

Manage customer interaction - Project quotation

Sales representative

The sales representative manages the customer interaction with regards to the project quotation.

Transfer project quotation to project

Project manager

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.

Activities

Name Responsible Description

Create project quotation

Sales representative

The concept of project quotations is introduced to make an attractive offer to a customer as the first step of the project phase.

Using project quotations, you enter the services, basic contact information, special trade agreements and discounts, and estimated taxes and surcharges for a project.

You can also select the activities or tasks for a project and create a hierarchy of tasks and subtasks.

For each activity, you can enter details about the timing and duration of the activity, and about the skills and experience that are required for workers who perform the activity.


For more information, refer to Create a project quotation.

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.

  • Root node: Root node is the project header node. 
    This is created automatically and is shown by default after you click Advanced WBS.
    When you transfer a project quotation to a new project, the root node becomes the main project.
    When you add the project quotation to an existing project, the root node is ignored.
  • Project node: In the WBS, you can have multiple sub-projects which are called project nodes.
  • Activity node: Activity nodes contain the project tasks.
    • Standard - You can add tasks to lines of type Project and Standard.

    • Summary - You can add summary lines to lines of type Project.

    • Detail - You can add detail lines to lines of type Summary and Detail.

  • You can use these activity types.

You can add several activities under the root node or a project node.
You can add an activity under an activity. You cannot add a project node under an activity.
For more information on working with work breakdown structures, refer to About work breakdown structures

Define project quotation price

Sales representative

In Project Control Suite, you can use several ways to define the sales price for a project quotation.

You can:

  • Use the project price setup.
  • Define specific prices for project quotations.
  • Define specific prices for project lines in the work breakdowns structure of a project quotation.
  • Define contract totals for work breakdown structure project lines of type Fixed price.

You can define the default set up for pricing priority on the Project Control Suite parameters.

You can change it for each project quotation. You can also define prices during the design of the work breakdown structure.

Submit project quotation for review

Sales representative

If you have finished the setup of the project quotation, including the estimates and pricing setup, you must submit the project quotation for review.

A project quotation must be approved internally before you can send it to the customer.

Review project quotation

Sales manager

If a project quotation is submitted, internal approval of the project quotation can be done. The user, to whom the approval is assigned, gets a task.

As a result of the project quotation approval, you can choose these options:

  • Approve - The project quotation can be sent to the customer.
  • Redesign - Changes are required for the project quotation. Its status is set to Created.
  • Delegate - Assign the project quotation to another reviewer.
  • Cancel - The project quotation is stopped.

Manage customer interaction - Project quotation

Sales representative

The sales representative manages the customer interaction with regards to the project quotation.

Transfer project quotation to project

Project manager

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.

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