10/17/2023 0 Comments Direct line retrieve quote![]() Finally, you can estimate work based on ground-up estimates, by using a project and project plan. You can estimate work at a high level, or you can estimate it directly as line details below each quote line. Project-based – The amount (quoted value) is determined after you estimate how much work is required.The other grid is for product-based lines that use a simple unit price and quantity-based approach. One grid is for project-based lines that allow for detailed estimations. In fact, a project quote has two grids for line items. This article will focus on the details of project quotes.Ī project quote in PSA can have multiple line items or quote lines. For a project quote, it has the value Work-based. For a sales quote, this field has the value Item-based. Sales quotes and project quotes are also identified by an option set–based field that is named Type.The fields include Contracting Unit, Account Manager, and Bill to Contact Name. A sales quote doesn't include some fields and concepts that are included on a project quote has fields.After a project quote is won, the related opportunity is closed. You can win a sales quote and keep the related opportunity open.You can attach only one project contract to a project quote. You can attach multiple orders to a sales quote.A project quote doesn’t support those processes. ![]()
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