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The Estimates tab comprises the Revenue and Costs tabs.
The Revenue tab
For project revenue, you can enter the project revenue estimates in the following alternative ways:
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If you need to specify estimates by item, in the Item column, select a particular item and specify its quantity required for the project in the Quantity column. If the price does not appear automatically, enter the price and indicate whether the price includes VAT by using the appropriate Prices Include VAT check box.
The Costs tab
Depending on your requirements to analytics and reporting, you can enter the project cost estimates in the following alternative ways:
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For an employee selected as cost element, you can enter the Amount, or you can provide more details, such as worked hours in the Quantity columns and the rate in the Price column.
Estimate totals
The following fields appear at the bottom of this tab:
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Once you edit any estimate value, the resulting amounts are updated automatically.
Working with the Estimate Versions
Once the project was saved with the revenue and cost estimates provided, the following buttons appear in the upper area of the Estimates tab:
- Edit Current Estimates: Click it if you want to edit the current estimates saved with the project.
- Create New Estimates: Click it to create a new version of estimates.
- Cancel: (Appears after you clicked any of the above buttons and began creating a new version or editing an existing one.) Cancels any changes to the currently open version of estimates.
The "Projects (create)" form. Editing the Estimates version
Also, you can use the Project Estimate Versions link (above the form toolbar) to select for editing any version of the estimates for the project. If you want to use one of the previous versions as the current version, you need to change its date to a later date, because the version with the latest date is considered the current version and is used in calculations.
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