The Campaign Estimate tab allows you to create Campaign level estimates, and change order estimates based upon the Campaign/Segment or the combining of Project budgets that are connected to the campaign. The estimate provides an approval process. The approved estimate(s) will become the Campaign Budget(s).

NOTE: Campaign Estimates do not feed into the Revenue Forecasts feature. To drive the forecasts feature, you need to create and approve estimates within each project.

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Project Based Estimate

Header Information

Campaign: Shows the campaign number and name associated with the estimate.

Estimate Name: Enter an appropriate name for the budget.

Change Order: If selected, the approved estimate will be designated as a change order estimate. This is used to track the changes in scope for the campaign. A Change Order estimate should only account for positive/negative changes to the original estimate(s).

Estimate Type: Select By Project Only or By Segment and Service.

Internal Approver: Select an approver for the estimate. By Default: will be set to Campaign Owner.

Internal Approval Due Date: Allows you to set a Due Date for the approval of this estimate.

External Approver: Allows you to designate a client contact as an approver. The contact must login in order to approve the estimate.

Estimate Type: By Project Only

Allows you to select one estimate for each project to create the Campaign estimate.

Add Project Estimate

The list of associated projects will be available under the Projects tab>>Click into the Estimate field associated with the project line. This will provide a dropdown list of estimates associated with the project.>>SAVE.

Settings

This area allows you to select address, printing, and notifications options.

Settings: Details

Estimate #: Identifies the unique estimate number. Can be edited. This is an auto-number field setup via Transaction Preferences.

Rev #: Identifies the revision number for the particular estimate.

Primary Contact: Search box that allows you to select a client contact associated with the campaign.

Address: Select the client "mailing/billing" address. By Default: Default From Company.

Estimate Date: Set by default to the date created in the system.

Delivery Date: Used for reporting purposes. Can be used to designate date sent to the client, date project is closed or date final billed.

Estimate Template: Select template used for printing (Menu>Admin>System Setup>Time and Billing: Estimate Layout).

Layout: Select the invoice/estimate layout used for printing. Overrides Estimate template setting. (Menu>Admin>System Setup>Time and Billing>Invoice/Estimate Layout).

Labor Contingency %: Enter percentage of labor gross amount that can be identified and agreed to on the estimate.

Sales Tax 1/2: Allows you to set a sales tax that will be applied to the gross amount of the estimate.

Description: Text field: allows you to enter up to 3,000 characters for the estimate description. 

NOTE: Will format in printing based upon "hard returns" only.

Estimate Owner: Designates the Owner of the estimate. By Default: this is set to the Campaign Owner.

Internal/External Approval Date: Displays date approval was made.

Settings: Summary

This area displays a financial summary of the estimate. Labor Net will come from Menu>Admin>System Setup>Time and Billing: Services>Service: Hourly Cost entry.

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Campaign/Segment Based Estimate

Header Information

Campaign: Shows the campaign number and name associated with the estimate.

Estimate Name: Enter an appropriate name for the budget.

Change Order: If selected, the approved estimate will be designated as a change order estimate. This is used to track the changes in scope for the campaign. A Change Order estimate should only account for positive/negative changes to the original estimate(s).

Estimate Type: Select By Project Only or By Segment and Service.

Internal Approver: Select an approver for the estimate. By Default: it will be set to Campaign Owner.

Internal Approval Due Date: Allows you to set a Due Date for the approval of this estimate.

External Approver: Allows you to designate a client contact as an approver. The contact must log in in order to approve the estimate.

Include in Forecast: If selected, the gross amount of the estimate will be used in the calculations for Revenue Forecasting.

Estimate Type: By Segment and Service

For this type of estimate there are 2 ways to create the estimate:

1) Pull from Project: Click the button in the top right corner: This method will look at all estimates associated with each project and pull in the Labor and Expenses associated with each project.

2) Manual: Enter the Labor and Expense amount for each segment: This method is outlined below.

Labor

To enter a labor amount, select a segment: on the right side, click into the Hours field associated with the appropriate Service. You may also edit the Rate which is defaulted in from the Service. 

NOTE: Services may be added or removed by selecting the / icon located along the left side of the Service Grid.

Expenses

To add expenses, select the appropriate segment, then click the  to add an expense line item.

Settings

Setting: Details

Estimate #: Identifies the estimate number. Can be edited. This is an auto-number field setup via Transaction Preferences.

Rev #: Identifies the revision number for the particular estimate.

Primary Contact: Search box that allows you to select a client contact associated with the campaign.

Address: Select the client "mailing/billing" address. By Default: Default From Company.

Estimate Date: Set by default to the date created in the system.

Delivery Date: Used for reporting purposes. Can be used to designate date sent to the client, date project is closed or date final billed.

Estimate Template: Select template used for printing (Menu>Admin>System Setup>Time and Billing:Estimate Layout).

Layout: Select the invoice/estimate layout used for printing. Overrides Estimate template setting. (Menu>Admin>System Setup>Time and Billing>Invoice/Estimate Layout).

Labor Contingency %: Enter percentage of labor gross amount that can be identified and agreed to on the estimate.

Sales Tax 1/2: Allows you to set a sales tax that will be applied to the gross amount of the estimate.

Labor Taxable: Select the appropriate method of assessing tax for labor>>

Not Taxable

Taxable By Task

Taxable By Project

Taxable By Service

Description: Text field: allows you to enter up to 3,000 characters for the estimate description. 

NOTE: Will format in printing based upon "hard returns" only.

Estimate Owner: Designates the Owner of the estimate. By Default: this is set to the Campaign owner.

Internal/External Approval Date: Displays date approval was made.

Settings:Summary

This area displays a financial summary of the estimate. Labor Net will come from Menu>Admin>System Setup>Time and Billing: Services>Service: Hourly Cost entry.

Settings: Notifications

Allows you to select people to notify for the completion of the approval process.

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Next Steps

Campaign Budget

Billing a Campaign