Forms Used to Create Quotes

Form Name

FormID

Navigation

Usage

Work With Project Quote

W31P100B

Quotes & Proposal (G31P11), Project Quotes

Select existing project quotes.

Add Quote

W31P100E

Complete the Project Number field on the Work With Project Quote form, and click the Add button.

Create a quote for a project.

Add a project quote and determine whether the quote amounts are based on estimated or planned costs.

Project Quote Revisions

W31P100C

Complete the filter fields on the Work With Project Quote form, click the Find button, and then select a quote.

Revise quote information and generate a sales quote.