Manage project quotes

Applies To: Project Operations for resource/non-stocked based scenarios, Lite deployment - deal to proforma invoicing

In Dynamics 365 Project Operations, project quotes are designed to help build proposals for project work. The structure of a project quote in Project Operations is structured for project proposals with the following components:

• Quote lines that identify the discrete components of work that will be presented as high-level components.
• Quote line details that identify and estimate the work for each high-level component or quote line. Schedule or date estimates and the financial aspects for the work are tied to that quote line.
• Contracting models and chargeable components are set up for each quote line. This set up helps estimate the spread of revenue, spend, and profitability for each quote line and the overall quote.

View all project quotes

A list of all the project quotes can be seen from the Quotes list page.

1. Go to Sales > Quotes. A list of all your project quotes in the system are shown.
2. Use the View Switcher to select other filtered views of the quotes. Using custom filter criteria, you can configure your own views and navigation options.

Quotes can be created or deleted from this list page or detail pages.

Note

Quotes that have projects, tasks, estimates, journals, and/or actuals associated with them cannot be deleted. Also, when a quote is closed as Won or Lost, it can no longer be deleted or modified.