Use one of the following procedures to apply a cost to complete method when you create an estimate.
Apply the
Forecasting method
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Select in the field in the form.
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Select a forecast model in the field, and then click .
The estimate is created.
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In the form, click .
The form opens with the check box selected for all cost lines.
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Click in the form.
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In the form, create or edit forecast transactions.
When you enter forecast transactions on individual cost lines in the forms, the and fields and the and fields in the form are updated with the forecast transactions.
Note
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When you create forecast transactions, always remember to enter a transaction line with the same category as the cost line. |
Apply the As
previous estimate method
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Select in the field in the form.
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Select a forecast model in the field, and then click .
An estimate that corresponds to the previous estimate is created.
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In the form, click .
The form opens with the check box selected for the cost lines in which this check box was selected in the previous estimate.
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Click in the form.
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In the form, create or edit forecast transactions.
When you enter forecast transactions on individual cost lines in the forms, the and fields and the and fields in the form are updated with the forecast transactions.
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Note
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When you create forecast transactions, always enter a transaction line with the same category as the cost line. |
Apply the
Total method
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Select in field in the form, and then click .
The estimate is created.
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In the form, click .
The form opens with the check box cleared for all cost lines.
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Adjust the total quantity or total costs of the project as a lump sum by editing the and the fields in the form.
Apply the Set
cost to complete to zero method
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Select in the field in the form, and then click .
The estimate is created.
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In the form, click .
The form opens with the quantities/costs in the and columns set to zero.
