Creating offers

The offer is based on the structure Project > Phase > Service types. This structure is already created when the offer is made and later, when the accepted offer is made, it is directly available for entering services .

To create a new offer, go to the relevant project and select New > Offer. The following window opens:

The offer phases are entered in the Phases subfolder.

Here, you can budget for the offer amount. In the example above you can see from the green font that the amount was entered directly here.

If you want to subdivide the offer even more finely, service types can be allocated to the offer and budgeted accordingly:

In the Service type subfolder on the phase, you can make allocations and budget:

You can also enter expense budgets and outlay budgets for the relevant types.

As usual, all the budget values can also be used for an offer, i.e. fees, hours, costs, etc.

Once you have the offer screen open, you can print the offer report using the Print menu button:

The offer report in Word shows the project structures of all phases. Offers can also be created for subsequent phases.

• Any users who are part of the user groups for project supervisor and project manager are authorized to create new offers.
• A project manager is authorized to modify an existing offer that is part of their project.

As of Vertec 6.2, a link type for activities on offers is available by default. This is called Offer-Activities.