This screen is used to enter job estimates/budgets.
New Estimate
Click on the "New" button to load the estimate entry program.
Edit/View
If there is an existing budget record, double click the black triangle at the start of the row to open the budget and display the budget details.
ENTER JOB ESTIMATES
Reference
Enter a suitable reference.
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Details
Enter appropriate free format text.
Object...Object…
Click this button to Insert an Object. This can be used to link this budget to another document/file stored on the network.
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Estimate Report
Use the Print button to produce an estimate report.
COPY ESTIMATE
Make sure that you have saved the Estimate Header by putting in a reference, exiting out and coming back in under that reference. Press the 'Copy Budget' button to import an estimate.
Append or Overwrite the Estimate.
You have the choice to append or overwrite the Estimate
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- Source is Job Estimates.
- Select the source Job.
COPY JOB ACTUALS
- Source is Job Actuals.
- Select the source Job.
- You can build up the estimate by selecting actual costs from a number of jobs and SubJobs and appending them to your previous selection.