Set Up Preferred Pricing Details for a Project

You can set up preferred pricing details for a project. Preferred pricing is a guideline for vendors/suppliers when constructing a quote for submission. Adding due dates to any preferred pricing items sorts the display by due date. If no due date is configured, the items are sorted by created date.
Note:
The sum total of these items must match the estimated project amount, or you receive an error. However, you can still submit your project for quotes.
  1. Complete setup steps as described in Create a Project Request.
  2. On the Preferred Billing Options page, in the Milestones section, click .
  3. In the configuration view, enter the required milestone details.
  4. In the Positions section, click .
  5. In the configuration view, enter the required position details.
  6. In the Materials section, click .
  7. In the configuration view, enter the required material details.
  8. Click .
    Complete the remaining required steps for project setup.