This document describes a useful way to setup Objects for Quoting with Virtual Bookings and later generate a good Cost Comparison of Quoted vs. Actuals.
Using Classes and Activities you need to keep in mind that only the Activities of the Primary Class will appear in the Activity Selector, thus in this workflow you should not assign Objects to multiple Classes.
A working use case is:
Rename an unused Object Type to: “Quoting Objects” (you can use e.g. Time Units if you haven’t used it before)
All “Quoting Objects” as well as the actual rooms and operators are added to corresponding Object Class so you can later run a report compared by Object Class (and Activity) and Object (for Extras like Services – same in Quote and Actuals).
Add a Virtual Booking
Add a new quote element through “Extras”
Choose the Activity
Save the Quote
When booking make sure you choose the correct Object Class and Activity for the booked Object.
The report is a Financial Report (download here below) and grouped by:
- Object Class