Quotation

If the project is set to the Quotation status, it means that the project has not begun, but that an offer is being prepared, or has been sent to the customer and has not yet been accepted. When the project has this status, the Enable time tracking field can be used to indicate whether time can be registered to the project.

By allowing the project to have a quotation status with time recording deactivated, a complete project can be set up with a payment plan and tasks, and even allocate employees without the project’s stages appearing in the employees’ time tracking interfaces. If you want to allow time registration during the quotation because, for example, the time during the quotation phase is billable, you can apply the quotation status with time registration activated.

In TimeLog’s resource planner, you can choose whether quotation projects should be shown so that you can forecast workload with or without projects that are in the quotation phase. If, under System administration, you have activated the ability to enter a forecast, you can also indicate a likelihood ratio of the project so that the workload is adjusted according to the likelihood that the project becomes real.