Price Override in Project Operations | Part 1 [Understanding Change Amount effect]

So, often times if you are working on Project Contracts, you must have encountered this button which creates a separate Price List for the Quote itself – Project Contract Price List Defaulting Behavior in Project Operations

But here’s how to track and find what happens to these Price Lists and what Price Override levels are –

Creating Price Overrides

  1. Here’ where you can find the Prices to be overridden on a Price List level –


  2. Now, when a new Quick Create form is created, you can fill in the details for either the new Price or the % and the Scope.

  3. Now, when you add the Price Per Unit, also notice that there’s a Scope field as well. Notice the types of records for the Scope defines at what level should this take effect.


  4. Let’s select an Account and save.

  5. Now when I save the record, notice that the Price is added differently.


    So, let me demystify this Part 2 of this post here: Price Override in Project Operations | Part 2 [Understanding Change Amount effect]

Hope this was helpful!

Thank you!

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