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1,805Hello All,
I have a project which contains some different types of costings or jobs. e.g. Consider project X which has y number of jobs. Every job is associated with a cost z. This cost z comes with different types of costing items like x1, x2, x3, and so on. Now what i have done is created Costing type entity which can give any costs e..g. x1,x2,x3 and so on. later there is another entity Costing(related to job) where costing types are added as subgrid items. So in Costing entity i get a total cost of the job which is z. This Costing entity can be added in project x as a subgrid item.
I would like to related all these entities inside CRM project service automation. If you notice i have skipped quote and created a custom entity Costing which gives the cost of a particular job. based on, i have few questions.
- can i customize quote entity and use it like costing entity where i have costing type subgrid items.
- what would be the correct business process flow
- should i goto project entity and follow the default BPF or should i goto opportunity and use its default bpf.
- In my case project needs to be created and should be related with the job. so i am thinking of going ahead with Project BPF.
Please let me know if anyone has good understanding in project service automation.
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