Projects
Projects keep several quote requests for the same customer together. For example, a buyer can create Q4 Warehouse Refit and use it for separate shelving, safety equipment, and office-furniture quotes.
Create a project in Magento Admin
Open B2B Quotes > Projects and select Add New Project.
| Field | Meaning |
|---|---|
| Customer | Owner of the project; required |
| Name | Customer-facing project name; required |
| Description | Optional context for the purchasing initiative |
| Active | Whether the project remains available for selection |
Save the project, then select it on a quote belonging to the same customer. The grid shows ID, customer email, name, active state, and created/updated dates.
Customer workflow
An authenticated customer can create a project from the storefront project area and select one while creating or editing an eligible quote. Project access is customer-owned: a buyer must not be able to attach a quote to another customer's project.
What projects do not contain
The current project record does not contain budget, start date, deadline, external reference, project status, assigned administrator, or calculated project total fields. Store those values in the owning business system if the implementation needs them; do not rely on undocumented database fields.
Deactivate or delete?
Deactivate a project when it should remain part of quote history but should not be selected for new work. Before deleting one, review its related quotes and agreements. Deletion should not be used as a substitute for closing a purchasing initiative in another system.
Import and export
The optional CSV add-on provides the b2bquote_projects entity and the command:
php bin/magento b2bquote:import-projects \
var/import/b2bquote_projects.csv \
--behavior=append \
--delete_file_after_import=0
Use the customer email expected by the installed entity format and start with a small file. See CSV Quote Import/Export Add-On.