Adding Estimated Expenses to an Estimate

You can add estimated expenses to an estimate to ensure they're accounted for in the expenses total on the estimate. You can also associate estimated expenses with any estimate products on the estimate. When pushing an estimate to an opportunity, the total amount of all estimated expenses populates the total estimated expense amount on the opportunity product. For more information, see Pushing an Estimate to an Opportunity. When creating a project from an estimate, the total amount of all estimated expenses populates the budget's expense amount. For more information, see Creating a Project from an 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.