Create and Manage Project Quotes A23-ANKU
CreditsNone
Estimated Length: 1 hour(s) and 5 minute(s)
Overview
  • Overview
  • Resources
Description
Manage a project quote E1138-ANKU topics covered: 
  • Manage a Project Quote
  • Use Notes and Logs
  • Manage Project Tasks
 
Create a project quote E1137-ANKU topics covered: 
  • Create a project quote
  • Structure a project quote
  • Send a project quote.
 
The Project Overview in Quotes E0071-AN00 topics covered: 
  • The Project Overview tab
  • Projected budget and remaining costs
  • Adjust materials sell, markup and resources

 

Optional Cost Centres R0140-AN00 topics covered:
  • Optional cost centres
  • Add optional cost centres
  • Make optional cost centres billable

 

The Breakdown Table in Project Quotes R0141-AN00 topics covered:
  • The breakdown table in the quote summary
  • The Parts & Labour table in a cost centre
  • Lock cost centres
  • Adjust totals
Modules
Manage a project quote E1138-ANKU
Content Types:
This material will help you understand how to managed cost centres, attachments, notes, logs and tasks on project quotes.
Create a project quote E1137-ANKU
Content Types:
This material will help you understand how to create and structure a new project quote and estimate parts and labour.
The Project Overview in Quotes E0071-AN00
Content Types:
Learn about the project overview tab in quotes
Optional Cost Centres R0140-AN00
Content Types:
This material covers how to use and manage optional cost centres in quotes.
The Breakdown Table in Project Quotes R0141-AN00
Content Types:
This material demonstrates the breakdown table available in quotes, and covers how to understand it.