Project Management & Accounting: Fixed Price Demo

Learn how to use PMA for fixed price projects and produced items

Jeff Stiles

7/5/20251 min read

Learn how to use the PMA module to create, track, and invoice a fixed price project in addition to a production order derived from an item forecast tied to the project.

Here's what we'll cover:

  1. Creating a project quotation.

  2. Assigning a work breakdown structure (WBS).

  3. Sending and managing project quotations.

  4. Transferring a project quotation to a project.

  5. Assigning resources to the WBS.

  6. Importing and managing project budget.

  7. Creating a fixed price billing rule.

  8. Entering time against a project.

  9. Generating an automatically calculated invoice.

  10. Generating a production order from a project's item requirement.

  11. Posting a packing slip to fulfill a project associated sales order.