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The Job Task Quote report produces a quote for a single project task. It shows the company and bill-to addresses, project number and description, and a breakdown of the project planning lines associated with the task. The report excludes budget lines and totals only lines that represent billable quantities. It shows the calculated total project value at the end of the document.
You can filter the report by Job No. and Job Task No. to select the project and task that the quote covers. You can also filter the project planning lines by Job Task No. to narrow down the lines included in the quote.
Use cases
Use the report when a project manager or sales representative needs to send a customer a formal quote for a specific project task, showing planned lines and pricing before work begins.
Project managers can use the report to:
- Produce a formal quote for a specific project task before committing resources to it.
- Review planned quantities, unit prices, and line discounts for a task in a single printable document.
- Confirm the total project value calculated from billable planning lines before sharing it with a customer.
Sales representatives can use the report to:
- Send customers a quote that shows bill-to details and task-level pricing.
- Filter the report to a single project and task to generate a targeted quote for a customer inquiry.
- Use the printed quote as a basis for negotiating pricing or discounts with the customer before work starts.
Try the report
Try the report here: Job Task Quote
Tip
If you hold down the CTRL key while you select the report link, the report opens on a new browser tab. The new tab lets you stay on the current page while you explore the report on the other browser tab.