Project Container and agile Quotes Related?

Today’s blog will address a question that you may be asking yourself. How are the Project Container and agile Quotes related?

 

If you used Project Container prior to getting agile quotes, you know that it is the basis of agile. Project Container houses all of the information relative to a given project such as job name and address …

 

attributes about the project, project phase and status and important dates.

 

 

Additionally, the project container is where you identify which companies and contacts you are working with on the job.

 

It is also the place to store project documentation. All information related to a project is located in one place at your fingertips. But what about the bill of material?

 

 

This is where agile Quotations fit in. The quote is simply where the specific bill of material is entered and priced. Keeping it simple, the Project Container is the “quote header”, the quote is the bill of material. Because of this relationship, a project quote must be associated to a Project Container.

 

PROJECT CONTAINER=HEADER               QUOTE=BILL OF MATERIAL

What does this really mean? It means that you can generate reports specific to agile Project and Quote activity that will provide you with the ability to analyze your project business extensively.

Stay tuned for Monday’s blog on Project-Quote Reporting!