Edit

Create a project contract (Project Service)

  • Article

Important

Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

Applies to Project Service app versions 2.x and 1.x

Now that you’ve won the quote for your project, it’s time to create a contract with your customer and make it official. You can create one or more contracts for each quote. When you’re creating a contract, you’re in the Contract phase of your project.

  1. In the Project Contract screen from the previous step, change any information as necessary in the Summary area.

  2. To add a product to the contract, click New under Product-based Lines in the Contract Lines area. Select an item under Product Name, and then specify the quantity, sales price, and contracted amount.

  3. To add a project-based line to the contract, click + under Project-based Lines in the Contract Lines area. Enter the name, budget amount, and project, if available. If you need to create a project with a work breakdown structure to come up with an estimate, see Create a project.

  4. When you’re done editing, click the Save button at the bottom right of the screen.

  5. When you’re ready to send the contract to your customer, click More (…), click Run Report, and then click Order. Save the report as a Word document, edit as necessary, and then send the contract to your customer.

  6. If your customer confirms your contract, click Confirm at the top of the Project Contract screen. If your customer wants you to change some items, create a new contract. If your customer decides not to use your services at this time, click Close as Lost at the top of the Project Contract screen.

See Also

Account Manager Guide