Code

Displays a unique code for the estimate.

Order

Displays the order for which an estimate is made.

Description

Specify a name for the estimate.

Calculation file

Browse for and open or upload the file with the cost calculation, for example a Microsoft Excel or Lotus file.

Estimate date

Displays the date on which the estimate is added. This date cannot be modified.

Number of hours

Enter an estimated number of hours for the order completion.

Costs

Enter the estimated costs.

VAT tariff

Select from the list a VAT tariff that applies to the general costs.

Costs excluding VAT

The total amount of estimated costs excluding VAT is calculated as follows: (number of hours * tariff per hour) + costs. The amount cannot be modified.

Costs including VAT

This calculation field displays the total estimated amount including VAT: ((number of hours * tariff per hour) + VAT) + (costs + VAT). The amount cannot be modified.

Tariff group

For each tariff group a VAT tariff and an hourly rate are specified. If you select a tariff group from the pick list, the Hourly rate and VAT tariff (hours) fields are automatically populated. The values in the fields can be modified.

Active estimated costs

Specify if this estimate is the active estimate to be used for the calculations. The last added estimate is automatically the active estimate. Only one estimate can be the active estimate.

Hourly wage

Once the Tariff group field has been completed, the hourly rate is automatically specified. The suggested value can be modified.

VAT tariff (hours)

Once the Tariff group field has been populated, the corresponding VAT tariff is automatically specified. The suggested value can be modified.

VAT amount hours

Planon ProCenter automatically calculates the amount of VAT to be paid. This is done on the basis of the tariff selected in the VAT tariff (hours) field. The value in the field can be modified. The VAT tariff (hours) field is automatically emptied.

VAT amount

Here, the amount of VAT to be paid is automatically calculated. This is done on the basis of the tariff selected in the VAT tariff field. The value in the field can be modified. In that case, the VAT tariff field will be emptied automatically.