To Estimate for a job or phase and assign budgets

1. Open the Costing folder and click Estimate or click the Financials tab on the Ribbon Bar and then click Costing - Estimate.

2. To create a new record, click the icon on the toolbar or press CTRL+N.

   The Add New Estimate form appears.

3. In Estimate, type a code of up to 10 characters.

4. If phases are being used, in Phase, type a code of up to 3 characters.

5. In the Options list, click to select whether you want to create an estimate with or without a model. If you choose to create an estimate using a model, click to select the model code in the Model Estimate list.

6. Click OK and then, in the boxes provided, enter or amend the details required.

7. To save the record, click the icon on the toolbar or press CTRL+S.

Click the Memo tab to maintain a notepad of information associated with the estimate.
Click the Agreement Terms tab to maintain text related to the terms of the estimate.

To assign budgets to estimates

1. Open the Costing folder and click Estimate or click the Financials tab on the Ribbon Bar and then click Costing - Estimate.

2. Retrieve the estimate record for which budgets are to be entered.

3. Click Action and then click Budgets.

4. In the boxes provided, enter or amend the details required.

5. When you have finished entering budget details, press ESC and then click OK.