View and change the cost estimate

You can view and change the Cost estimate/quotation. You can also change some data using Change header.

When the cost estimate for a project has been added and the project number has been entered in the cost estimate lines, you can also maintain the Cost estimate/quotation on the Cost estimate tab in the project properties.

To view and change the cost estimate:

  1. Go to: 
    • Projects / Cost estimate / Cost estimate
    • Projects / Project / Project, Cost estimate tab
    • Projects / Project / Sales contact, Cost estimate tab
    • Financial / Debtor / Debtor, Cost estimate tab
  2. Open the properties of the cost estimate.
  3. Click on: Close.

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