1. Click > .

  2. On the tab, click the less-than ( <) icon to add the appropriate project to the estimate project.

    Note Note

    Projects in the module that are not attached to any estimate projects are projects in the same project group (and not only the same project group type) as the current estimate project.


– or –

  1. Click > .

  2. Select the fixed-price or investment project that you want to attach to an estimate project.

  3. Click the tab in the form, and select the estimate project that you want to add to the field.

    Note Note

    The estimate projects that are available for selection are limited to those estimate projects that have no projects attached.