Estimating opportunities in Workamajig [video]
Subscribe to our YouTube channel for more video content
Opportunities, when they get to a certain point we probably need to get more detailed information over to the potential client or the current client who are working on this opportunity with and ultimately we're hoping that that's gonna become a full project. When we're in an opportunity, and we've gotten to a portion where we know that we need to now provide them with some numbers. We can enable the advanced features in our opportunity and let the opportunity know, what kind of project would this potentially be? So I can then choose from my project templates to utilize that to then provide an estimate of work for this opportunity. Now that estimate of work could be template it. So if you do have some packages that you typically have estimates or even variable estimates, you can absolutely have those come in naturally from that template. So we have a great starting point for that opportunity, or we can always create a new estimate straight from scratch. However, if you have the information and we then go and concede that there might be some slight changes that were going to make due to the unique characteristics of this opportunity, once we get the go-ahead from the current or a potential client that they do want to move forward and we get the approval of that estimate that will then prompt us to say, Let's pass this off. And when I pass this off, I need to pass it off to, most likely a project manager. I'm gonna make that project live right from my opportunity, letting the system know this new client has an ID and what are typical billing methods that we've discussed with them would be and how they'd like to be invoiced. And because all of the rest of the information is already there. When I make that live, it will get provided a unique project number identifier. The whole project setup is put together and ready for me to hand off to the project manager to run with it from here.