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