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Import a cost estimate

You can import cost estimates/quotations.

To import a cost estimate:

  1. Go to: Projects / Management / Import / Cost estimate.
  2. See also the general import process description.

See also

  • Change Date required

Directly to

  1. Cost estimate and quotations
  2. Configure cost estimates
  3. Configure Print or e-mail cost estimates and quotations
  4. Add a cost estimate
  5. Copy a quotation from an existing cost estimate
  6. Copy a quotation from a Profit Order management sales quotation
  7. View a cost estimate
  8. View a cost estimate in InSite
  9. Issue a cost estimate
  10. Change Date required
  11. Recalculate cost estimates
  12. Finalise a cost estimate
  13. Complete a cost estimate
  14. View a linked purchase order
  15. Delete a cost estimate
  16. Change a project number
  17. Integration of Projects and Order management
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