Setting up projects and jobs

In Infor CPQ Enterprise Quoting, projects are used for grouping related quotes. You can also create jobs within a project to further organize related quotes. For example, say you are creating quotes for the purchase of office furniture for a complex of three buildings. The name of the project could be ACME Offices, and the project could contain all quotes for buildings A, B, and C. If each building has multiple floors, you may want to add a job for each building. On each job record, create quotes for each floor.

This section explains how to create, copy, or delete a project record and how to add quotes and jobs for the project.