This article will not go into detail about the end-to-end sales process within project operations but will focus mostly on the relationship between quotes and project planning. More specifically, I will explain how an offer is created and linked to a project and then how the work breakdown structure is created by project managers and imported back to update the offer.

Quote -> Project

Each organization handles their sales process differently, however, generally the sales team initiates a quote to deliver products and/or services.

The quote may have been created from an existing opportunity and much of the information may already be carried over. Normally you would identify additional information like billing rate, currency, and Quote Lines which are representative of what you think it will take to deliver the work.


The next steps would be to link the line items to a project and ask the Project Manager to produce an estimate.


Grid View

Using the built-in integration of Microsoft Project Online Project Managers can quickly create, schedule and assign tasks, create dependencies, as well as organize tasks into sub-tasks.

Board View

If it is preferred to manage in a more agile fashion you can divide tasks up into swim lanes and this allows the PM to define what is required to be done rather than using a traditional waterfall approach.

Timeline View

The timeline view not only gives a visual representation of the project but it also allows you to edit the start date, duration, and relationship between tasks. Undo and Redo are also supported here making it simple for PM’s to edit and make corrections. (CTRL + Z (undo) and CTRL + Y (redo))


All resources are backed by price lists on the cost side and the sales side making it easy to understand your profit and margins. Aggregated by role, resource, or category, Project Managers are able to quickly build the work breakdown structure since all resources are backed by a price list, you are able to derive a bottom-up estimation.

In addition to the role-based estimates, a PM can also can define any expense-based estimates for the project. Predetermined categories for expenses can be selected and added to the overall project estimate.

At this point the PM has provided a more accurate estimate and the quote can be updated by the sales team to reflect these changes. The estimates developed at the project level can be imported directly into the quote line details which saves the sales team a lot of time not having to re-enter data that is already available.

At a high level this is how we link project planning to the sales Process. Lets assume the project is actively running and the PM wants to have oversight into the health of the project and how it is performing against the estimated effort.

The tracking grid looks at a key formula which is effort estimate at completion.

Creating and Editing a Project


Work Breakdown Structures

Managing Team Members


Building Estimates

Resource Based

Expense Based

Integrating with the Sales Process

Resource Management

In this short article I will break down and explain in detail, the core concepts that result in the reservation of a resource. This requires you to think about:

  • Bookable Resources
  • Skills and Proficiencies
  • Requirements
  • the end-to-end booking experience

Bookable Resources

Skills and Proficiencies



Schedule Board

End-to-End Bookings Flow

Define a requirement

Request Submission and Approval

Resource Reconciliation

At the project level we need to ensure that we can assess resource reconciliation which gives Project Managers a view on how things could change if tasks and assignments are not aligned with reservations.

Make changes to tasks

Review reconciliation

Review Schedule Board