Estimates Settings
Use the estimate settings to enable and specify defaults for service and proposal estimates. Service estimates enable you to create a simple estimate that denotes the billing value and cost value for a project you are pursuing, using generic labor resources, consultants, expenses, and units. Proposal estimates allow you to insert a project estimate into your proposal.
Estimate settings are only available if the CRM module and/or Resource Planning modules are activated.
- Related Topics:
- Enable Service Estimates and Specify Related Settings
Use the Service Estimate tab of the Estimate Settings form to enable service estimates, specify the default settings for use on the Estimates form in the Projects hub, and create commonly used clauses for use on Project Service Estimate reports. - Estimate Settings Form
Use the Estimate Settings form to enable and specify defaults for service estimates.
Parent Topic: Project Settings