Adding Estimated Expenses to an Estimate

You can add estimated expenses to an estimate to ensure they're accounted for in the estimated cost. You can also associate estimated expenses with any estimate products on the estimate.

To add an estimated expense to an estimate:

1. On an estimate record, go to the Expenses tab.
2. On the Estimated Expenses related list, click New.
3. Enter an amount for the expense.
4. [Optional] Enter a name for the estimated expense.
5. [Optional] Select the type of the estimated expense.
6. [Optional] Select an estimate product to associate with the estimated expense.
7. Click Save.