Open Forum

Quotes on Project Budgets

  • 1.  Quotes on Project Budgets

    Posted 12-01-2017 12:19 PM
    Does anyone here have a way to put quotes (not construction related) into project budgets?

    Stephen Goode
    Assistant Controller
    Unified Resources, Inc.
    Houston TX

  • 2.  RE: Quotes on Project Budgets

    Posted 12-05-2017 11:27 AM
    You can probably create a NA account type in PA.ACC.00 called "Quotes" which won't post anything to the ledger or project cost accounts.  We track quantities installed that way based on budgeted and actual. Thinking you probably could use that as a way to track your quoted amounts. Then build a report or query as needed to see what the quoted amounts and the actual costs, commitments or buyout ( amounts are if you tie the NA account category to the same task.

    similar to this set up for the account category.

    Hope that helps if i am understanding correctly what you are looking for.

    Michael Megara
    Weifield Group Contracting
    Centennial CO

  • 3.  RE: Quotes on Project Budgets

    Posted 12-06-2017 09:15 AM
    I am assuming you do not want the overhead of creating a project to record the quote. But you want the control of recording proper tasks and account categories... if that is the case you can use a single quote project then use budget revision for the quote. Do not release the revision use the rev number as the quote reference. If the job is won could use a customization to change the job number on the rev records to the actual job number. You can use the excel import to load it then use a report to show details. Also qq can be used to pull the rev (revision) details.  You could also use the om module to create a quote - but that will not look like a project budget. 

    Sent from my iPhone