Proposal Estimate Settings
Proposal estimates are enabled in
.Select Enable Service Estimates to turn on the ability to incorporate an estimate into your proposal that indicates the potential overall cost to your client if the project is won. This estimate may include either a summary or a detailed description of the labor, expenses, consultants, and/or units for the project. Estimate information is pulled directly from the Projects hub to ensure your project and proposal information are aligned.
You can also use this form to determine the grids that you want to display as options when creating proposal estimates, as well as if Cost, Billing, or Cost and Billing columns are enabled in the grids.
Security and Proposal Estimates
To access estimates, your security role must have access to the Estimates menu options in
and to the estimates application tabs in .