Opportunity Budgets Single Dialog Workspace

Use this workspace to create detailed budgets for opportunities.

Using opportunity budgets, you can create detailed budgets, similar to job budgets, that cover all of the activities and tasks that are involved in the prospective job.

To ensure realistic pricing of your opportunities, you can leverage experience from previous jobs. Copy a template budget or the budget of a similar job so that you have a complete list of tasks to consider. Because Maconomy also copies hours, quantities, and prices, you have a very sound and detailed basis for calculating an accurate estimate.

If the opportunity results in a win, and you create a job, you can transfer the opportunity budget to the new job, as the basis for baseline budgets. You avoid double data entry and ensure that Maconomy uses the deliverables and prices that you set in the quoting phase throughout the project life cycle.