Change the project number in a cost estimate/quotation
You can change the project number in the cost estimate. If you perform this action, the new project number is copied to the header and to all the cost estimate/quotation lines. The sales contact changes along with the project, including the contact person.
You can only change the number of the cost estimate/quotation if the numbering is determined manually, via auto numbering or based on the project code only.
If lines have already been copied to the actual costing, you can no longer change the project number. In addition, if you use the Progress activation and progress lines have been entered on the project to be changed, the project number can no longer be changed.
Note:
No check is performed to see if the new project number conforms to the validity combinations.
The rates on the lines of the cost estimate are not redetermined.
You can only perform this action if:
- You are authorised for the Change project number action via the action authorisation.
In the Authorisation tool, you can find the action on the Authorisation tab, which you open by selecting 'Project / Quotation / Actions / Change project number'.
- the Quotation number same as project number and phase check box is not selected in the Projects settings.
To change the project number in a cost estimate/quotation:
- Go to: Projects / Cost estimate / Cost estimate.
- Select the cost estimate(s).
- Click on the action: Change project no..
- Select a value for New project number.
- Click on: Finish.
The new project number is then entered in the header of the cost estimate/quotation and on all lines.