Hi Experts,
I am trying to do something that is not fitting within PSA the way I would like...
Overall the calculations during the sales process to generate the price to the customer include a number of complex calcs that are based on # sessions, # attendees, travel distance, # charts reviewed, etc. where PSA can not do this systematically.
Right now we have the following flow setup:
- Utilize an Excel workbook to build the estimates for the project and the pricing to the customer. This spreadsheet has the sales rep put in probably 10 fields and about 90% of the tasks are calculated (hours / costs, revenue) based on a number of Excel formulas.
- After this is completed it will also total the hours by role and phase of the project into a separate tab. This tab is meant to be entered into D365 PSA as a high level project for just planning purposes. We are only putting in Phase and hours per role with a general timeline. This will help understand the resource needs (forecasting) without getting to detailed tasks in a project plan that are not required during the quoting process.
My challenge comes in here...
- I am looking to be able to identify the quoted amount to the customer in the "Quoted Amount" field manually and bring in the costs from the high level project tasks and role assignments but as soon as I tie this to the project it locks this field
- The problem with this amount is it does not accurately account for the total price to the client and it is not as simple as a markup or anything like that.
- Is there a way to be able to have the quote be created with a manual quoted amount and to bring the costs in from the project that I relate to it?
Thanks for your assistance!
