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In the Entity field, select the legal entity of your company for which this document is being prepared. The Entity field is available if the Multi-Company Accounting option is selected on the Administration > Settings > General Settings form. The default entity for all users is the entity that was created first on the Accounting > Master Data > Entities form. Also, you can specify your personal default entity, for details refer to Personal Settings.

In the Project field, specify the project for which you want to create estimates.

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By clicking the hyperlink, you can open the Prices and Currency dialog box and change the price-related and taxation-related settings to be used for the project estimates. For more details, refer to The Prices and Currency dialog box.

In the Comment text box, you can enter any information related to this project's budget.

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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.

Click the Generate button if you want to create a document related to this project:

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