---
title: "Transfer project quotation to project"
slug: "transfer-project-quotation-to-project"
tags: ["Task", "Project Control Suite", "PCS"]
updated: 2026-03-20T08:42:25Z
published: 2026-03-20T17:46:03Z
canonical: "docs.staedean.com/transfer-project-quotation-to-project"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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](https://learn.microsoft.com/en-us/previous-versions/dynamicsax-2012/appuser-itpro/create-a-project-from-a-quotation-by-using-the-transfer-to-project-wizard).

### Steps

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]
> **Note**
> 
> As a result, the new project is opened.

## Related

- [Create and manage project quotations](/create-and-manage-project-quotations.md)