Estimates - Fields
Field
Description
Code
Type a code to uniquely identify the estimate.
Description
Type a name for the estimate.
Estimated hours
Number of hours
Type an estimated number of labor hours.
Tariff group
Select a tariff group from the list.
A VAT tariff and an hourly rate are specified for each tariff group. When you select a tariff group, the Hourly rate and VAT tariff hours fields are updated. The values in these fields can be modified.
Active estimate
If you select Yes, the selected estimate is the active estimate to be used in calculations. The last added estimate is automatically the active one.
Hourly wage
Once the Tariff group field is completed, the hourly rate is automatically updated. The suggested value can be modified.
VAT tariff hours
Once the Tariff group field is completed, the corresponding VAT tariff is automatically populated.
Estimated costs
Costs
Enter the estimated material costs.
VAT tariff cost
Select a VAT tariff applicable to the general costs.
Total costs
Total cost ex. VAT
Displays the total estimated cost excluding VAT, calculated from: (number of hours * tariff per hour) + costs. This field is read only.
Total cost inc. VAT
Displays the total estimated cost including VAT, calculated from: ((number of hours * tariff per hour) + VAT) + (costs + VAT) This field is read only.
Calculation file
Upload support documents containing the cost calculation. For example, a .docx, .xls or a Lotus file.
VAT amount hours*
Planon ProCenter automatically calculates the amount of VAT to be paid.
This is based on the selected tariff in the VAT tariff hours field.
If the value in this field is modified, the VAT tariff hours field will be cleared.
Estimate date
Displays the date on which the estimate is added.
VAT amount cost*
Displays the amount of VAT to be paid, based on the tariff selected in the VAT tariff costs field. If the value in this field is modified, the VAT tariff hours field will be cleared.
Comment
Type any additional information that you would like to add as reference.