To add a new estimate, on the Finance Tab, go to Finance Actions and select “New Estimate”.
The Estimate builder will load. Some fields will be auto-populated based on project information, while others will be required.
Creating Project Estimates
To add a new estimate, on the Finance Tab, go to Finance Actions and select “New Estimate”.
The Estimate builder will load. Some fields will be auto-populated based on project information, while others will be required.