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.
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.
You can add several activities under the root node or a project node. |
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:
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:
|
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. |
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.
You can add several activities under the root node or a project node. |
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:
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:
|
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. |
Related to | Notes |
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Create and manage project quotations |
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