Creating or Editing an Estimate

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This article will explain how to create an Estimate. It will only explain how to start the process of creating an Estimate. If you want to see more information on the individual tabs, please visit the pages listed below

Summary Tab

Products Tab

Consumables Tab

Unit Hours Tab

Additional Charges Tab

Recurring Charges Tab

Forecasting tab

You assign Estimates to Branch Offices. When you edit Estimates, quantify enables you to:

To create an Estimate:

  1. Click the appropriate Branch Office, click the Estimates tab and click the Add Estimate button ( ).

    Editing an Estimate

    1. Click the appropriate location in the Organization Tree, then click the Estimates tab
       

    2. Click the Edit button.
       
      In either case, the Estimate dialog appears.
       

The Estimate dialog has seven tabs. Use them to enter detailed information into your Estimate.
Summary Tab

Products Tab

Consumables Tab

Unit Hours Tab

Additional Charges Tab

Recurring Charges Tab

Forecasting tab