This guide takes you through the process of creating a new estimate, adding up costs, sending for approval, and finally creating the project budget.
- The initial steps in which to create a brand new estimate for a project.
- Similar to a regular estimate, this can track what has changed from the original estimate now.
- It's tracked as a different type of estimate for reporting.
- It pulls from the schedule, and only grabs labor hours that differ from the current total budget.
- A quick way to gather the value of Labor pre-built in the schedule.
- Prior to submitting for approval, you can submit expense lines to multiple vendors to retrieve quotes.
- The client-facing side of the estimate is seen by way of generating a PDF for printing.
- You can also email the contact directly with the attached PDF.
- In submitting for approval, the system can route approvals to an internal user and client contact.
- Additionally, you can send notifications to other users to be kept in the loop.
- With the estimate approved, you can then create POs from the expense lines to the selected vendors.
- All approved estimates will then count towards the Auto Assign feature.
- This allows you to push the estimated hours back into the schedule.
- Once the Estimate is complete, you can view the estimated labor and expenses by task and item as the actual transactions get entered against the project and budget.
- There are also notifications that can be enabled to alert you when a project, item, or task is about to meet their designated budgeted amount.
Invoice/Estimate Layouts (Classic)