1. Equipment Rental
  2. Rental Management
  3. Flows

Create Fixed price project
Activity Flow

Project manager Project manager Start Start Build a WBS Build a WBS This activity is done outside D365 F&SCM, but the process includes related steps in D365 F&SCM. A work breakdown structure (WBS) is a hierarchy of tasks that defines the work required for a project. It includes each task’s scope, cost, and duration. Procedure 1. Go to Project management and accounting > Projects > All projects. 2. Open Project type column filter. 3. Enter a filter value of "fixed" on the "Project type" field using the "is exactly" filter operator. 4. In the list, find and select the desired record. 5. Click Work breakdown structure. 6. Click New. 7. In the Task name field, type a value. 8. In the list, mark the selected row. 9. In the Task end date field, enter a date. 10. Click Save. 11. In the View field, select an option. 12. Click New. 13. In the list, mark the selected row. 14. In the Transaction type field, select an option. 15. In the list, mark the selected row. 16. In the Project category field, enter or select a value. 17. In the list, mark the selected row. 18. In the Quantity field, enter a number. 19. In the Unit cost price field, enter a number. 20. In the list, mark the selected row. 21. Click Save. 22. Click Publish. 23. Close the page. End End Create a Fixed price project Create a Fixed price project As the assigned reviewer, review the purchase order. To finish the review, choose one of these options: Approve: The purchase order is approved. Reject: The purchase order is rejected. The purchase order must be adjusted or cancelled. Request change: A change is required. The purchase order is re-assigned to the submitter. Delegate: The review is delegated to another user defined in the workflow. Procedure 1. Go to Project management and accounting > Projects > All projects. 2. Click New. 3. In the Project type field, select an option. 4. In the Project name field, type a value. 5. In the Project group field, enter or select a value. 6. In the Project contract ID field, enter or select a value. 7. In the Project manager field, enter or select a value. 8. In the Start date field, enter a date. 9. Click Create project. 10. In the Actual start date field, enter a date. 11. In the Projected end date field, enter a date. 12. Click Save. 13. Close the page.

Activities

Name Responsible Description

Build a WBS

Project manager

This activity is done outside D365 F&SCM, but the process includes related steps in D365 F&SCM.

A work breakdown structure (WBS) is a hierarchy of tasks that defines the work required for a project. It includes each task’s scope, cost, and duration.

Review purchase order

Project manager

As the assigned reviewer, review the purchase order.

To finish the review, choose one of these options:

  • Approve: The purchase order is approved.
  • Reject: The purchase order is rejected. The purchase order must be adjusted or cancelled.
  • Request change: A change is required. The purchase order is re-assigned to the submitter.
  • Delegate: The review is delegated to another user defined in the workflow.

Activities

Name Responsible Description

Build a WBS

Project manager

This activity is done outside D365 F&SCM, but the process includes related steps in D365 F&SCM.

A work breakdown structure (WBS) is a hierarchy of tasks that defines the work required for a project. It includes each task’s scope, cost, and duration.

Review purchase order

Project manager

As the assigned reviewer, review the purchase order.

To finish the review, choose one of these options:

  • Approve: The purchase order is approved.
  • Reject: The purchase order is rejected. The purchase order must be adjusted or cancelled.
  • Request change: A change is required. The purchase order is re-assigned to the submitter.
  • Delegate: The review is delegated to another user defined in the workflow.
Related to Notes

Fixed-price projects

 		 

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