In this module, learn how to accept a quote, and make it a project.
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Download PDFStep 1.
Head to the Quotes tab and select Quotes, click the view icon to go to the quote console and click the Accept Quote icon.
Step 2.
This will open a dialogue where you will have the option of changing key parameters and assigning the Project Manager before pressing Accept.
Step 3.
On acceptance the quote status will be changed to Won. A new project will also be created with a status of Not Started. The details from the quote will be transferred to the new project. An accepted quote can no longer be edited and exists as a record of acceptance.
You can however clone the quote from the Quote index, if you wish to create a similar quote. The cloned quote will be in Draft status.
Step 4.
Click Advanced and select either All or Custom in Status to view won quotes.
Step 5.
On the Project Edit screen, in the Time plan tab, click Quote comparison to see the time that was allocated for each charge rate, and appropriately assign the tasks to the available labour.
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