Note
Access to this page requires authorization. You can try signing in or changing directories.
Access to this page requires authorization. You can try changing directories.
Applies To: Project Operations Integrated with ERP, Project Operations Core
In Dynamics 365 Project Operations, project quotes help you build proposals for project work. The structure of a project quote in Project Operations is designed for project proposals with the following components:
- Quote lines that identify the discrete components of work that you present 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 that you 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
You can see a list of all the project quotes from the Quotes list page.
- Go to Sales > Quotes. You see a list of all your project quotes in the system.
- Use the View Switcher to select other filtered views of the quotes. You can configure your own views and navigation options by using custom filter criteria.
You can create or delete quotes from this list page or detail pages.
Note
You can't delete quotes that have projects, tasks, estimates, journals, or actuals associated with them. Also, when you close a quote as Won or Lost, you can't delete or modify it.