Create a project from a quotation
You can create a new project based on a quotation you have generated in the Sales Order Processing module.
Note: You can't do this if the quotation has a stock item on it.
To create a project from a quotation
Open: Project Accounting > Projects > Create Project from Quotation.
- Display quotations by:
- Selecting the quotation from the Quotation no list.
- Entering the Customer reference number for the quotation.
- Entering the Quotation date to display quotations for a particular day.
- Selecting the related customer account by the account code, short name or postcode.
- Clicking Show All Quotations to display a full list of quotations.
- Select a quotation from the list.
- Enter the project details.
- Enter the project code (if you manually enter project codes).
- Enter the name of the project in the Project Title box.
- Select the template to use for the project.
- Select the Project Item to be used as the default item for the project revenues.
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To generate the project, click Create project.
The project record will be created.
- To enter or change the project's details or structure, choose Projects > Amend Project and select the project record.
What do you want to do?
Create a project from project template.
Create a project from an existing project record (copying a live or archived project).
Create a project from a sales order
Other tasks
Enter or amend project details
Overview