Transfer a quotation to a project

When a project quotation has a status of Confirmed, you can transfer some or all the quotation lines to a new or existing project by using the Transfer to project wizard.

To use the wizard, follow these steps.

1. Go to Project management and accounting > Quotations > Project quotations.
2. Select the quotation you want to transfer and on the Follow up tab, in the Modify group, select Transfer to project.
3. Follow the Transfer quotation to project wizard to associate and transfer the quotation with a project.