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If the Calculation of Revenues based on Costs is selected, there are the following tabs: Main, Revenues and Costs and Overheads.
The "Project Estimates (create)" form. The Main tab
<Auto> in the Number field indicates that a number for this document is assigned automatically when you save the document. The From field is populated automatically with the current business date. You can select another date, if necessary.
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In the Comment text box, you can enter any information related to this project's budget.
The document totals and other Information
At the bottom of the form to the right, you can view the current status of the project and its totals. The Revenue field shows the total estimated revenue for the project. The Cost and Overhead fields show the project's direct and overhead costs. In the Profit field, you can view the total profit expected from the project.
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- New (document was created, but not recorded to the database)
- Not Posted (document was recorded, but not posted)
- Posted (document was posted)
- Marked for Deletion (document was marked to be deleted)
The toolbar buttons
After filling out the tab, click the Save button to save your work. After filling out all the tabs, click Post to post the document without closing it or Post and close to save, post and close the document. For other button descriptions, see Document Toolbar.
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If you need to change a method of creating estimates or set another analytical parameters for estimates, click the Settings button on the toolbar; the Document Settings dialog box appears.
The Document Settings dialog box
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Also, you can select analytics for project's revenues and costs. Click OK to apply the settings and close the dialog box, click Cancel to close without changing the default settings.
Available Links
The following links are available on the top of this form:
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