How do you prepare a project contract in Project Operations?
Written with AI assistance.
This guide draws on the earlier technical article and demonstration. Adapt the steps to your organisation's configuration and responsibilities.
The original demonstration transcript is available in the Norwegian version of this guide.
- 4 steps
Procedure
1.Clarify the delivery
Describe what the customer will receive and the assumptions behind the quotation. Clarify responsibilities across sales, project management and finance.
2.Bring the estimates together
Base the quotation on the project plan and resource requirements. Check that tasks, hours and any materials are included.
3.Check the quotation
Review pricing, billing method and scope boundaries with the responsible specialists before sending the quotation.
4.Create and check the project contract
Once the quotation has been accepted, create the project contract according to the organisation's process. Check that contract lines, project links and terms match what the customer approved.
Discussion
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