Go to Rental order management > Common > Project rental quotation > Lines > Maintain > Work breakdown structure to create the WBS during the quotation stage.

You can import a predefined template using the Import button or define a new WBS for the current quotation. The system prompts whether to use the customer’s rate card or the default template rates. Select Yes to override the customer's sales prices.

  • In the Scheduling view, adjust planned hours, categories, roles, and resources. You can add new activities and position them using the Outdent, Indent, Move Up, and Move Down buttons.
  • In the Cost estimates view, define detailed costs per activity. You can update the cost and sales prices by category for each WBS line.


Standard procedure

1. On the Action Pane, click Project quotation.
2. Click Work breakdown structure.
3. Click Import.
4. In the Name field, enter or select a value.
5. Click OK.
6. Click No.
7. Click Expand to.
8. Click Expand all.
9. In the View field, select an option.

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