Estimates Form

Use the Estimates form to enter service estimates for labor, expense, consultant, and units for an in pursuit or newly won project.

This form is available if the CRM or CRM Plus, or Resource Planning module is activated, and if Enable Service Estimate is selected on the Service Estimate tab of the Estimate Settings form (Settings > Projects > Estimates).

If also using the Proposals application, these estimates can be included as part of a project proposal. You can choose to include labor, units, and/or direct and reimbursable expenses and consultants.

Note that service estimates apply to the project as a whole. You can only display and update a project's service estimate when viewing the project at the highest work breakdown structure (WBS) level.