Adding revenue estimation lines
After creating an order in Planon and moving this order to the Estimation required status, you can add the corresponding revenue estimation line(s).
Procedure
1. At the Orders selection level, select the order to which you want to add the estimation lines.
2. Go to > .
3. On the action panel, select the type of revenue estimation line you want to add.
the following types of revenue estimation lines are available:
◦ General revenue estimation
◦ Labor hour revenue estimation
◦ Subcontractor revenue estimation
◦ Material revenue estimation
 | The calculation of material revenue estimation lines is either based on the linked Terms for materials or - when applicable - on specific Product unit prices agreed upon in the customer contract. The system will first check per line if product unit pricing applies, and if that is the case, will also take into account any volume discounts and exceptions to the contract's unit price. If no product unit price is configured for a product, the terms for materials are applied. For information on working with Product unit pricing, refer to the Planon Webhelp, from About product unit pricing. |
4. Complete the fields on the data panel.
For more information on the available fields, refer to Revenue estimation lines - fields.
5. Click Save.
Based on the total revenues in the estimation lines, the order will be picked up directly or need further attention.