Creating/Modifying Price Book Projects
2. Do one of the following:
◦ To create a price book project: Click the New button (
) on the toolbar. The Price Book Project page appears.
) on the toolbar. The Price Book Project page appears.◦ To edit a price book project: Click the Edit button (
) for the price book project. The Price Book Project page appears.
) for the price book project. The Price Book Project page appears.3. Complete the Details section, which includes general settings for the project, as necessary. Then, complete the target revenue and target profit values for the price book project. [view field definitions]
4. If you are creating a price book project, click the Save button (
. More sections appear on the page.
. More sections appear on the page.5. In the Project Progress Grid at the bottom of the page, you assign folders to the price book project. The pricing policies included in the folders will be included in the price book project as well.
Click the Assign Folders button (
). The Manage Price Book Project Folders page appears.
). The Manage Price Book Project Folders page appears.To assign folders to the price book project, select the folders from the Available box (press the CTRL key while you click to select more than one folder) and click the Add button (
). The folders are now listed in the Selected box.
). The folders are now listed in the Selected box.To remove folder assignments for the price book project, select the folders from the Selected box and click the Remove button (
). The folders are now listed in the Available box.
). The folders are now listed in the Available box.When you are finished, click Save.
6. Click on the Price Book Project page toolbar to save the price book project.
on the Price Book Project page toolbar to save the price book project.7. Click the Return to Previous Page button (
) to return to the Price Book Projects page.
) to return to the Price Book Projects page.