Import from Project Estimates not showing Amount on Quote Line Details

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Posted on by PriscillaT

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Hi there, I have created a project in Project Operations and am trying to import the project estimates into my Quote Line as Quote Line Details. Everytime I tried to import I can see the quote line details pulling through from the project, but the Amount is £0.

My Project is reading the Sales (Bill) prices correctly from my project-based pricelist.

I have definitely mark the 2 roles as chargeable on the quote line.

I have also set all to YES to include on the quote line

My Quote, as well as the Account record both have the correct Sales (bill) price list - which is how the project is reading the bill rates for the 2 roles.

Not sure what else to check to fix this problem of pulling project estimates to my quote line. Anyone know what I'm missing here please?

Thanks, Priscilla.

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PriscillaT 515 on at

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RE: Import from Project Estimates not showing Amount on Quote Line Details

Sorry I figured out what I was doing wrong. The project estimates were not pulling through because on the quote level I had a product as well as a role-based billing price list. Removing the product pricelist from the project price list tab resolved the issue.

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apa 8,284 Moderator on at

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RE: Import from Project Estimates not showing Amount on Quote Line Details

Are you getting the correct price if you manually add a new Quote Line Detail for different roles?

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