Adding estimates

Core TSIs : Work Orders : Cost management in Work Orders : Adding estimates

Adding estimates

The Estimates selection step is used to enter the estimated costs on an order. Several estimates can be linked to an order, but only one estimate is actually used in subsequent calculations.

Procedure

1. Go to Order details > Estimates.

2. On the action menu, click Add.

3. Fill in the required information in the data section. For the field information, refer to Estimates data.

4. Active estimates are added to the selected order. The Total estimated costs tab displays the data that have been entered for the estimate on all cost related steps.
Once all internal and external costs are known, these can be entered on the Labor hours and Actual costs selection steps. Refer to Adding actual costs and Adding labor hours.