RE: Sales and Cost Price List - How to do Costing based on Bookable Resource and not based on Roles in a Price List?
Thank you Antti Pajunen, for taking time to respond to my post.
My company is a project management company, and we provide advisory support to Government on Infrastructure and Land development projects. The process starts from a lead, then opportunity and then we write a proposal, which is a tender response. The proposal is basically my quote. In my business, drafting a quote (proposal) can be a single level process or two level process - depending on the type of tender. If it is a public tender then it is a two level response, and if it is by invitation then it is a single level response. The response is written in word document, but quote figures are required to include in the response document.
After the quote is approved by the customer, then we start contracting and finally the project, and the sales cycle ends.
At times, I want to create a WBS in a project, so that I can pull this from project to my quote line detail and prepare a quote. I want to change the price of my resources as well, in the quote. At the moment, i cannot do this, because of the bug.
Hope this clarifies the process.
Thank you,
Sumayya