Units Tab of the Estimates Form

If Vantagepoint is set up to include units in service estimates, use the Units tab to enter estimates of cost and billing amounts for units.

Contents

Much of the information for Vantagepoint is entered and displayed in grids on various forms. For information about using grids, see Working with Grids.

Note that cost-related fields only appear on this tab if the Cost or Cost and Billing option is selected in Estimate Type on the Estimate Settings form (Settings > Projects > Estimates). Likewise, billing-related fields only appear if the Billing or Cost and Billing option is selected in Estimate Type on the Estimate Settings form.

Field	Description
Unit Number	Select a unit for which you want to enter estimates
Unit Name	This column displays the name or description of the unit.
Unit Table	This column displays the unit table associated with the unit.
Planned Qty	Enter the project's estimated total quantity for the unit.
Cost Rate	Enter the cost rate for the unit. This column displays the default cost rate that is associated with the unit in the unit table, but you can change it.
Planned Cost	Vantagepoint calculates the planned cost amount and displays it in this column: Cost rate x Planned quantity
Billing Rate	Enter the billing rate for the unit. This column displays the default billing rate that is associated with the unit in the unit table, but you can change it.
Planned Bill	Vantagepoint calculates the planned billing amount and displays it in this column: Billing rate x Planned quantity
	To copy or delete an estimate, hover over the row, click this icon, and select Copy or Delete.
+Add Units	Click this option to enter estimates for another unit.