Creating a project

When you create a project, you can add existing quotes or create new quotes for the project. This topic describes both processes.
  1. In CPQ Enterprise Quoting, select Projects in the menu.
  2. Click Create Project.
  3. Specify this information:
    Name
    Specify a unique name for the project.
    Customer
    Specify the customer for this project. For direct representatives, this is a dealership.
    Note: After you select a customer, this field cannot be changed. If you select the wrong customer, you must delete the project record and begin again.
    Description
    Optionally, you can provide a description of the project.
    Status
    The project is active by default. You can change this setting as needed; however, an inactive project cannot be associated with quotes.
  4. To add quotes, you have these options:
    • Create a new quote for the project
      1. Click Create Quote and complete the quote as you normally would.
      2. In Header Details, you can see that the Project field is automatically populated with the active project.
      3. To verify that the new quote is included in the project, find and open the project on the Projects form and click View Quotes.
    • Add an existing quote to the project
      1. Select Quotes > Direct in the main navigation menu.
      2. Find and open the quote to add. Only quotes with a status of Ordered, Partially Ordered, or Open can be added. Also, the quote must be assigned to the customer specified for the project.
        Note: You can quickly find all quotes for a specified customer by filtering in the Grid view on the Quotes form.
      3. In the Quote Summary panel, click Header Details.
      4. In the Project field, specify the project for this quote.
      5. To verify that the quote was added, find and open the project on the Projects form and click View Quotes.
  5. Optionally, you can add jobs for this project in the Jobs section.
    1. Click Create Job.
    2. Specify a name and description for the job.
    3. Add quotes using the same methods described in step 4. In this case, the Job field is used in Header Details.
    4. To verify that the new quote is included in the job, find and open the project on the Projects form. Find and open the job and click View Quotes.