Allocate indirect costs to project quotation

You can create a basic project quotation. You can add an indirect cost plan to a project quotation and generate the indirect costs for it. It is important to remember to populate the required financial dimensions so that Government contracting calculates the indirect cost allocation correctly.

Standard procedure

1.	Go to Project management and accounting > Quotations > Project quotations.
2.	Click New.
3.	In the Customer account field, enter or select a value.
4.	Click OK.
5.	On the Action Pane, click Quote.
6.	Click Indirect cost plan.
7.	Click Apply Indirect Cost Plan to open the drop dialog.
8.	In the Indirect cost plan field, enter or select a value.
	Note: You can add provisional rates, following the same steps as in the project contract. You can edit the ceiling rates but not the ceiling limits.
9.	Click OK.
10.	Click Save.
11.	Close the page.
12.	Click Add line.
13.	In the list, mark the selected row.
14.	In the Transaction type field, select an option.
15.	In the Project category field, enter or select a value.
16.	In the Quantity field, enter a number.
17.	In the Unit price field, enter a number.
18.	Click the Financial dimensions tab.
19.	Enter or select all required dimensions.
20.	Click Generate indirect costs.
	Note: As a result, the indirect costs are calculated and allocated. You can review the allocated indirect costs on the Project quotation lines page, in the Line details section. You can review the details on the work breakdown structure.
21.	Click Save.

Related to	Notes
Create project quotations

Allocate indirect costs to project quotation D365FOEE task

Standard procedure

Allocate indirect costs to project quotation
D365FOEE task