The structure of a preliminary project corresponds to the structure of a normal project. Project data include information on the preliminary project number and title, business unit, customer etc. The entry of expenses for a preliminary project is also possible.

Guides the user step by step through the entire preliminary project creation procedure and requests all mandantory data.

Resources can be planned already in the acquisition phase. Planned resources are taken into account with its order probability when calculating the capacity.

Preliminary projects can include one or more calculations. Calculations are mainly used to compare costs with potential revenues of performed services, materials or travel expenses.

The ProjectManagement tool provides a wizard that assists the user in transforming a preliminary project and its calculation into a customer project (current planning).

This function lets users generate a report that shows the notified hours or items for current projects and the calculated preliminary projects taking into account the order probability. This provides an overview of the employee's utilisation and the sales development.

The calculation types can be saved per contract position. Two different methods exist to calculate the sales price for the overhead calculation:

- Sales Price = Purchase Price * (Imp. Cost Margin + Sales Margin)

- Sales Price = (Purchae Price * Imp. Cost Margin) * Sales Margin

In addition, the source of the purchase prices can be defined for the calculation (price list, last purchase price, middle purchase price, manual or project specific purchase price).

Users can create as many sales quotations for a project contract as they like. Optionally to a new sales quotation number, an existing sales quotation with an additional version can be stored under the same sales quotation number.