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 Order details > Revenue estimation lines.
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:
◦ Labor hour revenue estimation
◦ Material cost revenue estimation
◦ Subcontractor revenue estimation
◦ General revenue estimation
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 or will need some attention.