Edit

Create a price list (Project Service)

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Important

Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

Applies to Project Service app versions 2.x and 1.x

Price lists provide a template your account managers can use for creating quotes and projects, and for establishing the costs of a project. They provide a line item list of roles and expenses, and the price you will charge for each. You can create multiple price lists so that you can maintain separate price structures for different regions you sell your products in or for different sales channels. It’s a good idea to create at least one price list for every currency you plan to bill your customers in.

To create financial estimates for the work to be delivered, make sure every project has a backing cost and sales price list. Set up a default cost and sales pricelist that applies to all projects created in your organization.

Price lists rely on roles and expense categories, so before you create a price list, make sure you’ve already configured the roles and expense categories you want to use while creating the price list.

  1. Go to Project Service > Price Lists.

  2. Click New.

  3. In Context, select whether this price list is for Cost, Purchase, or Sales.

  4. In Name, enter a name for the price list.

  5. In Currency, select the currency you’re going to use for billing or costing.

  6. In Time Unit, specify the period of time the price applies to, such as day or hour.

  7. Fill in the Start Date, End Date, and Description as needed.

  8. Click Save to create the record so you can continue editing it.

  9. To add a role price to the price list, click + under Role prices.

  10. In the Role Price pane, fill in the details, and then click Save. Continue adding role prices as necessary. When you’re done, click Save at the bottom right corner of the screen.

  11. To add an expense category price to the price list, click + under Category prices.

  12. In the Transaction Category Price pane, fill in the details, and then click Save. Continue adding category prices as necessary. When you’re done, click Save at the bottom right corner of the screen.

  13. To add price list items to the price list, click + under Price List Items.

  14. In the Price List Item pane, fill in the details, and then click Save. Continue adding price list items as necessary. When you’re done, click Save at the bottom right corner of the screen.

  15. To add territory relationships to the price list, click + under Territory Relationships.

  16. In the New Connection window, fill in the details, and then click Save. Continue adding territory relationships as necessary. When you’re done, click Save at the bottom right corner of the screen.

See Also

Configure Project Service Automation