How to have Master Projects and Sub projects all tied back to the same contract and project? Or multiple Quote line details tied to the same project

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Posted on by bmarcurella

Hey Everyone,

We have a situation where a customer installs alot of rooms for customers. IE, Microsoft Teams Rooms, and are wanting to use Project Operations to manage all of this. The OOTB functionality doesn't seem to support this which is odd...

Everything right now has to be done on the Quote Line Detail so you can combine Equipment, Expenses, integration, etc and it identifies to that room with that quoted equipment. The issue I have is the fact that you have to have a different project for each room now. It doesn't make sense to have 20+ Projects for just one day installs, but it does make sense to have a single project that encompasses multiple single day projects... How do you get around this?

Also, the only way to identify to the installation team what is in each room is to quote it all out from the Quote Line Detail. Any other way doesn't work.

2nd, How do you then go about tracking this from a support contract (Entitlement) ? There isn't an easy way to sell a support contract as a line item and pass that through to Customer Service Hub.

Room A (Quote Line Detail)

Installation Cost
Equipment Cost
Support Cost

Room B (Quote Line Detail)

Installation Cost
Equipment Cost
Support Cost

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Juan Simon 996 on at

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RE: How to have Master Projects and Sub projects all tied back to the same contract and project? Or multiple Quote line details tied to the same project

Hi Bmarcurella,

You can associate more than one Quote Line and Contract Line with one project as below:

But, inside the quote line you must select the second option so you don't lock yourself in a ONE QUOTE/CONTRACT per PROJECT:

Steps shown here: Dynamics 365 Project Operations: Billing methods on project tasks (daytodaydynamics365.com)

Contract behaves like a Header (I even used as an MSA in the past), the Contract Lines hold the different quoted work that you associated from the same contract. By not having sub-contracts you only manage one and end-users only put hours against one project (just different tasks in that project).

Let me know if this helps and please mark as answered.

Thanks,

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bmarcurella 45 on at

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RE: How to have Master Projects and Sub projects all tied back to the same contract and project? Or multiple Quote line details tied to the same project

I have looked at this, but when you Win a quote in Project Operations under the same opportunity, it closes all the other quotes tied to that opp. So if each room is acting as a separate quote, and you want to tie each of those to the same project, this will get around it?

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Juan Simon 996 on at

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RE: How to have Master Projects and Sub projects all tied back to the same contract and project? Or multiple Quote line details tied to the same project

Yes, so like this

ONE Opportunity that has ONE QUOTE that has MANY Quote LINES: Room A, B, C and so on. Inside your Project's WBS/Task you have the same Room A, B. C and so on.

Hope this helps.

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bmarcurella 45 on at

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RE: How to have Master Projects and Sub projects all tied back to the same contract and project? Or multiple Quote line details tied to the same project

That was my original idea, but I always get this error message unless I am missing something here.

[quote user="Juan Simon"]
Yes, so like this

ONE Opportunity that has ONE QUOTE that has MANY Quote LINES: Room A, B, C and so on. Inside your Project's WBS/Task you have the same Room A, B. C and so on.

Hope this helps.
[/quote]
[quote user="Juan Simon"]
Yes, so like this

ONE Opportunity that has ONE QUOTE that has MANY Quote LINES: Room A, B, C and so on. Inside your Project's WBS/Task you have the same Room A, B. C and so on.

Hope this helps.
[/quote]

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Juan Simon 996 on at

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RE: How to have Master Projects and Sub projects all tied back to the same contract and project? Or multiple Quote line details tied to the same project

Hi, that's because you selected All project Tasks. You must select for every single Quote Line Selected Project tasks only.

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