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.
Name | Responsible | Description |
---|---|---|
Set up sales prices for project categories |
Sales representative |
Set up default sales prices for hour, expense, equipment, fee, and subscription project categories. |
Set up project quotation prices |
Sales representative |
In project quotations, the actual project sales price setup for hours, expenses, and fees is used. However, you can define project quotation-specific price setup for specific categories. These prices are applicable to the whole project quotation. However, if you have defined a specific price for a sub-project, the project quotation price isn't applicable. Instead, the sub-project-specific price is applicable to the sub-project and all lower work breakdown structure levels under the sub-project. If you transfer a project quotation to a project, for each project quotation-specific price setup, a project-specific line is added to the related project sales price setup. |
Set up sub-project prices |
Sales representative |
On a project quotation work breakdown structure, you can use projects in the hierarchy. The default sales prices for these projects are defined by the sales prices in the quotation margin. However, for each project in the work breakdown structure, you can also define a specific sales price for specific categories. These project-specific prices are applicable to the project and all lower work breakdown structure levels under the project. However, if you have defined a specific price for a sub-project, the project-specific price isn't applicable. Instead, the sub-project-specific price is applicable to the sub-project and all lower WBS levels under the sub-project. If you transfer a project quotation to a project, for each (sub-)project-specific price setup, a (sub-)project-specific line is added to the related project sales price setup. |
Define project quotation contract totals |
Sales representative |
For a project quotation work breakdown structure, for all project lines of type Fixed price, you define the Contract total. You can do so on the Quotation statement form in two ways:
To simulate the contract total, you can use:
|
Name | Responsible | Description |
---|---|---|
Set up sales prices for project categories |
Sales representative |
Set up default sales prices for hour, expense, equipment, fee, and subscription project categories. |
Set up project quotation prices |
Sales representative |
In project quotations, the actual project sales price setup for hours, expenses, and fees is used. However, you can define project quotation-specific price setup for specific categories. These prices are applicable to the whole project quotation. However, if you have defined a specific price for a sub-project, the project quotation price isn't applicable. Instead, the sub-project-specific price is applicable to the sub-project and all lower work breakdown structure levels under the sub-project. If you transfer a project quotation to a project, for each project quotation-specific price setup, a project-specific line is added to the related project sales price setup. |
Set up sub-project prices |
Sales representative |
On a project quotation work breakdown structure, you can use projects in the hierarchy. The default sales prices for these projects are defined by the sales prices in the quotation margin. However, for each project in the work breakdown structure, you can also define a specific sales price for specific categories. These project-specific prices are applicable to the project and all lower work breakdown structure levels under the project. However, if you have defined a specific price for a sub-project, the project-specific price isn't applicable. Instead, the sub-project-specific price is applicable to the sub-project and all lower WBS levels under the sub-project. If you transfer a project quotation to a project, for each (sub-)project-specific price setup, a (sub-)project-specific line is added to the related project sales price setup. |
Define project quotation contract totals |
Sales representative |
For a project quotation work breakdown structure, for all project lines of type Fixed price, you define the Contract total. You can do so on the Quotation statement form in two ways:
To simulate the contract total, you can use:
|
Related to | Notes |
---|---|
Define project quotation price |
  |