1. Equipment Rental
  2. Rental Management
  3. Rental processes
  4. Projects
  5. Project

Initiate project

You can start each project by creating a project quotation. This helps you approach customers accurately and efficiently.

In this phase, D365 F&SCM supports a smooth project start. Key steps include:

  • Create project quotations.
  • Set up work breakdown structures.
  • Define a project contract.
  • Create a project.
  • Design project forecasts and budgets.


Project manager Project manager Start Start Define and approve budgets Define and approve budgets Review estimated costs and revenues Review estimated costs and revenues Create and process project rental quotation

Create and send project rental quotation

You can add rental, service, or sales items to a project rental quotation.

On-rent and expected off-rent dates are required. These dates do not affect pricing or invoicing for sales or service items.

The quotation links to a project. If converted, rental order revenues transfer to the project.

You can create a quotation from these pages:

  • All rental quotations
  • Project rental quotations
  • All customers
  • All prospects
  • All projects
  • All opportunities

This flow explains how to create, revise, cancel, lose, or win a quotation, and how to transfer it to a rental order.

You can include details for rental items and services. Quotations can be created for customers and prospects.

Project quotations differ from sales quotations. In project quotations, link the project, define planned work in a work breakdown structure (WBS), and estimate costs.

After confirming the quotation, you can transfer planned costs to the project to define the budget.

Using WBS, you can:

  • Create phases and hour forecasts.
  • Cover expenses in quote and order phases.
  • Include sales and rental item transactions.

You can track quotation status: cancel, lose, confirm, or transfer to project.

At least one rental agreement must exist. This agreement defines rental prices, items, and services for the quotation.

An invoice profile is required for pricing and invoicing rental items. It is not used for sales or service items.

 Budget controlled  project? Budget controlled  project? Use quotation process  to initiate project? Use quotation process  to initiate project? Create and maintain project

Create and maintain project

Fixed-price projects must be linked to a project contract. This contract defines the terms agreed upon with one or more funding sources. A funding source is usually one customer but can include several customers, grants, or self-funded departments.

 Project  forecast used? Project  forecast used? Review  WBS? Review  WBS? Create WBS Create WBS 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. 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. Review WBS Review WBS Use   WBS? Use   WBS? Use  forecast? Use  forecast? End End Forecast project

Forecast project

A project can be forecasted in two ways, these are either with or without a Work breakdown structure. The Work breakdown structure is used to estimate the costs, revenue and allocate resources to a project. If the no WBS is used, then the user must manually add the forecasted lines to a project. This flow describes both options.

 Yes No Yes No Yes No Yes No Yes No No Yes

Activities

Name Responsible Description

Define and approve budgets

Project manager

Review estimated costs and revenues

Project manager

Create and process project rental quotation

Project manager

You can add rental, service, or sales items to a project rental quotation.

On-rent and expected off-rent dates are required. These dates do not affect pricing or invoicing for sales or service items.

The quotation links to a project. If converted, rental order revenues transfer to the project.

You can create a quotation from these pages:

  • All rental quotations
  • Project rental quotations
  • All customers
  • All prospects
  • All projects
  • All opportunities

This flow explains how to create, revise, cancel, lose, or win a quotation, and how to transfer it to a rental order.

You can include details for rental items and services. Quotations can be created for customers and prospects.

Project quotations differ from sales quotations. In project quotations, link the project, define planned work in a work breakdown structure (WBS), and estimate costs.

After confirming the quotation, you can transfer planned costs to the project to define the budget.

Using WBS, you can:

  • Create phases and hour forecasts.
  • Cover expenses in quote and order phases.
  • Include sales and rental item transactions.

You can track quotation status: cancel, lose, confirm, or transfer to project.

At least one rental agreement must exist. This agreement defines rental prices, items, and services for the quotation.

An invoice profile is required for pricing and invoicing rental items. It is not used for sales or service items.

Create and maintain project

Project manager

Fixed-price projects must be linked to a project contract. This contract defines the terms agreed upon with one or more funding sources. A funding source is usually one customer but can include several customers, grants, or self-funded departments.

Create WBS

Project manager

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.

Review WBS

Project manager

Forecast project

Project manager

A project can be forecasted in two ways, these are either with or without a Work breakdown structure. The Work breakdown structure is used to estimate the costs, revenue and allocate resources to a project. If the no WBS is used, then the user must manually add the forecasted lines to a project. This flow describes both options.

Create and maintain project

Forecast project

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