To access the Project Estimates document list, open Project Costing > Project Costing Documents > Project Estimates.

Project's cost and revenue estimates represent the budget of the project.

The Project Estimates list

The list of project estimates includes all the documents of this type that are available in the system. If you don't see a specific document, rearrange the list by date or document number or use the Search field to locate the document by a string in project description or company name. You can change the list display settings to suit your particular needs. To learn more about the list display settings, see Working with the item list.

A document of the Project Estimates type cannot be automatically generated based on a document of other type.

The toolbar buttons

To manually create a new document of the Project Estimates type, click the Create button on the toolbar. 

To edit an existing document, double-click a line with the document in the Project Estimates list. You can also select the line, right-click it and select Edit or click More actions > Edit on the toolbar. If you need to perform other operations, refer to List Toolbar.

To create a document based on the selected Project Estimates, click the Generate button on the toolbar and select one of the following options:

• Customer Order: To generate a customer order based on the project estimates.
• Invoice: To generate an invoice based on the project estimates.
• Quotation: To generate a quotation based on the project estimates.
• Phased Revenue Recognition:  To recognize revenue  and costs related to completed phase of the project. This option is available if the Enable the Phased Revenue Recognition functionality is selected on the Administration > Settings > General Settings form.
• Requisition: To request specific inventory items, services required for project completion. This option is available if the Enable Requisitions is selected on the Administration > Settings > Purchasing and Warehouses form.

See also