Configuring an Estimate

When you have created an estimate, you can configure it by:

• Applying discounts.
• Adding a cost contingency.
• Adding tasks. For more information, see Adding Tasks to an Estimate.
• Adding role requests. For more information, see Adding Role Requests to an Estimate.

For more information about creating an estimate, see Creating an Estimate.

Applying Discounts

To apply a discount to an estimate task, enter the percentage to discount in the Discount (%) field on the estimate task.

To apply a discount to an estimate, enter the percentage to discount in the Global Discount (%) field on the estimate.

You can also apply the global discount to the expense or cost contingency. To do this, select the Apply Discount to Expense or Apply Discount to Cost Contingency checkboxes on the estimate record.

Adding a Cost Contingency

The cost contingency field enables you to set a budget for any unexpected costs that might occur. This amount is added to the net amount and cost for the estimate.

To add a cost contingency to an estimate:

1. Click next to the Cost Contingency field.
2. Enter a cost contingency amount.
3. Click Save. The Amount field then updates.