Sale quotation - business project tab

Access: Sales → Sale quotation → Business project tab

From version 8.5 onwards, you can generate a business project from a template (it will allow you to reuse the business project configurations). An existing business project can be linked to the quotation.

1. Business project tab: open the business project tab.

2. Project: create or add a business project.

3. Project model: the configuration of the selected project will be copied to a newly generated project.

In the business project tab, you will find the project generation method (select one from the provided options):

1. Project alone: create a quotation without tasks.

2. Sub-project by line: create a case with sub-tasks per quotation line.

3. Task by line: generate a task per line according to the condition mentioned above. This is the most commonly used method for generating cases and tasks.

4. Task by line using sub-task models: generate tasks from the customer order line as a parent task and sub-tasks from the task templates of the customer order line product. If no template is found, generate a parent task and a child task from the customer order line.

At the bottom of the Business tab, you will find the ‘Generate project/Fill project’ button:

1. Generate project: use this button to generate the project/business.

2. Fill project: fill the selected project with existing order lines and generate new tasks from order lines that match the task generation criteria.

note

A parent-child task can be generated from the parent-child customer order line.

In addition, on the customer quotation, the tasks follow the tree structure (Table Contents tab → Order Lines).

caution

A line to be produced will become a task.

Please note: to create a task from a sale order line, the simple condition is that the product type must be ‘Service’ and the ‘Procurement method’ must be ‘Produce’.

However, when the (sub)tasks in the Order Lines table are not to be produced, the system will create two elements necessary for the task to be completed.

For example: a developer and a project manager.

Access: Project Management → Business project → Business project Task → Initial Sales tab

Initial Sales: instead of creating two sub-tasks, the system will create two elements necessary for the completion of the task. That is, in the Project Manager task, in the Initial Sales tab, the system will add lines (Project Manager & Developer) to the Initial Sales table.

Since these lines are not to be produced, they will not become tasks later on. However, lines such as ‘Design’ and ‘Coding’ will later become tasks.

Please note: everything that will be taken into account in the initial cost calculations, i.e. quote lines and quote sub-lines, will be added to the Initial Sales table. In Initial Sales, you will find the initial estimate, not the order.

The objective of this approach is to be able to compare what was initially planned with the current state of affairs and the result at the end of the project.

Invoicing mode

On a sale quotation / sale order line, in the Contents tab, click on a sale order line. SO line pop-up window will open. There, click on the business project tab. Select an invoicing mode.

Invoicing: the invoicing type will depend on the invoicing mode that was selected on the sales order line (business project tab).

• On spent time (via the task): the invoicing type will be set to ‘Spent time’ on the task from the sale order line.

• On package (via the task): on the task generated from the customer order line, the invoicing type will be set to ‘Package’.

• On progress (via task): on the task generated from the customer order line, the invoicing type will be set to ‘In progress’.

• No invoicing: for other options, the invoicing type will be set to ‘No invoicing’ in the project task.