The fields on the General, Profit and loss, WIP, Consumption, and Totalstabs in the Estimateform provide an overview of the status of the project after you have posted the current estimate.

You can create estimates for investment projects and fixed-price projects. The contents of the tabs differ slightly, depending on the project type.

The field contents on the tabs indicate what the financial posting status is after the estimate is posted.

On the WIPand the Profit and lossaccounts you can see what is posted on Balanceand Profit and lossaccounts, respectively.

The Consumptiontab contents provide an overview of the consumption on the cost lines.

On the Totalstab, you can view the following:

For fixed-price projects, the total invoiced amounts and the amounts that are remaining to be invoiced.
For investment projects, the amount to be capitalized (moved to a balance account). You can enter the maximum capitalization amount, and you can view the accrued cost (amount exceeding the maximum capitalization limit).

General tab

On the Generaltab, the field contents are based on the number of hours that are entered on the cost lines.

Click Estimate linesto view the cost lines.

	Estimate	Accumulated	Total	Output
General contents	The field contents include the numbers of the current estimate period.	The Hour - Qty.field is an overview of the total number of hours that is entered on all the cost lines of the type Hour.	The field contents give an overview of the sum of estimated hours on the project from the start of the project to the estimate date.	The field contents of this column cover the final result, if the current estimate holds true.
Fixed-price projects only	You can see what the revenue and the cost per hour is, with the current consumption. Also, the various factors that are derived on the basis of these numbers are displayed.
Investment projects only				The fields in this column are applied to define the process of the project transaction when the project has been eliminated. When the project is completed and has been eliminated, the WIP value can be transferred to an asset, a ledger account, or to a new project. For each of these three options, respectively, a fixed-asset number, a ledger account, or a project number can be selected.

Estimate

Accumulated

Total

Output

General contents

The field contents include the numbers of the current estimate period.

The Hour - Qty.field is an overview of the total number of hours that is entered on all the cost lines of the type Hour.

The field contents give an overview of the sum of estimated hours on the project from the start of the project to the estimate date.

The field contents of this column cover the final result, if the current estimate holds true.

Fixed-price projects only

You can see what the revenue and the cost per hour is, with the current consumption. Also, the various factors that are derived on the basis of these numbers are displayed.

Investment projects only

The fields in this column are applied to define the process of the project transaction when the project has been eliminated.

When the project is completed and has been eliminated, the WIP value can be transferred to an asset, a ledger account, or to a new project. For each of these three options, respectively, a fixed-asset number, a ledger account, or a project number can be selected.

Profit and loss tab

On the Profit and losstab, the field contents show the result on Profit and lossaccounts, if you post the estimate now. The accounts under Accrued revenueand Costcorrespond to the accounts that are listed in the Ledger posting form on the Cost priceand Sales pricetabs (sales prices apply only to fixed-price projects).

	Estimate	Accumulated	Total
General contents	The field contents include the amounts to be posted, if you post the estimate now.	The field contents give an overview of what is posted from the start of the project to the estimate date, if you post the estimate now.	The field contents show what is posted on each Profit and lossaccount, if the estimate for the project holds true.
Fixed-price projects only	For fixed price projects a set of Accrued revenueand Totalfields show the accrued and the total revenue on the project. Only expense transactions can be registered on investment projects, and therefore, these fields do not apply to investment projects.	For fixed price projects a set of Accrued revenueand Totalfields show the accrued and the total revenue on the project. Only expense transactions can be registered on investment projects, and therefore, these fields do not apply to investment projects.	For fixed price projects a set of Accrued revenueand Totalfields show the accrued and the total revenue on the project. Only expense transactions can be registered on investment projects, and therefore, these fields do not apply to investment projects.

WIP tab

The field contents on the WIPtab reflect the value on Balanceaccounts, if you post the current estimate now. The accounts under the WIP Cost priceand WIP Sales priceheadings correspond to the accounts that are listed in the Ledger posting form on the Cost priceand Sales pricetabs (sales prices apply only to fixed-price projects).

The Totalcolumn is not represented on the WIPtab because this column shows the values at the end of the project, and the value on Balanceaccounts is always zero at the end of a period.

	Estimate	Accumulated
General contents	The field contents include the amounts to be posted, if you post the estimate now.	The field contents provide an overview of what is posted from the start of the project to the estimate date, if you post the estimate now.
Fixed-price projects only	For fixed-price projects a set of WIP Sales priceand WIP Totalfields show the sales value to be posted to a WIP account when the estimate is posted. The WIP sales value offsets the amount that is posted in the corresponding accrued revenue profit and loss account. Only expense transactions can be registered on investment projects, and therefore, a sales value does not apply on investment projects.	For fixed-price projects a set of WIP Sales priceand WIP Totalfields show the sales value to be posted to a WIP account when the estimate is posted. The WIP sales value offsets the amount that is posted in the corresponding accrued revenue profit and loss account. Only expense transactions can be registered on investment projects, and therefore, a sales value does not apply on investment projects.

NoteThe Capitalize costcheck box on the Line propertyform determines whether the amount can be capitalized and posted to the WIP cost accounts ( Balanceaccounts).

Consumption tab

The field contents on the Consumptiontab reflect the actual amount that is entered on the cost lines. For each of the three transaction types, Hours, Expenses, and Items, the actual consumption on all cost lines is summarized under the . Consumptiontab.

	Estimate column	Accumulated column
General contents	The field contents include the actual cost of the consumption for the current estimate period.	The field contents include the accumulated consumption on each of the transaction types.

Totals tab

The field contents on the Totalstab offers the following overviews of the estimate:

Fixed-price project

Type	Actual	To complete	Total
Contract value	The amount that is on-account invoiced on the projects within the estimate project, up to the estimate date.	The contract amount of all projects that are attached to the estimate project and that are not on-account invoiced at the estimate date.	The total sum of the contract amount (entries in the On account form) that is entered on all projects that are attached to the estimate project. That is, those that are already invoiced on-account amounts and amounts to be invoiced in the future. The amount is the sum of Actualand To complete.
Cost	Total consumed costs on all projects that are attached to the estimate project, up to the estimate date. The amount is the sum of the Actual costcolumn on all cost lines on the cost estimate.	Cost to complete. The expected costs that are not yet consumed on the project, up to the estimate date. The amount is the sum of the Cost to completecolumn in the Cost Estimateform.	Total expected costs that are entered on projects that are attached to the estimate project. The amount is the sum of the Total costcolumn in the Cost Estimateform.
Gross margin			Estimated profit margin at the end of the project. This is the contract value that is entered as on-account transactions in the On account form minus the total costs entered on the cost lines.

Type

Actual

To complete

Total

Contract value

The amount that is on-account invoiced on the projects within the estimate project, up to the estimate date.

The contract amount of all projects that are attached to the estimate project and that are not on-account invoiced at the estimate date.

The total sum of the contract amount (entries in the On account form) that is entered on all projects that are attached to the estimate project. That is, those that are already invoiced on-account amounts and amounts to be invoiced in the future.

The amount is the sum of Actualand To complete.

Cost

Total consumed costs on all projects that are attached to the estimate project, up to the estimate date.

The amount is the sum of the Actual costcolumn on all cost lines on the cost estimate.

Cost to complete. The expected costs that are not yet consumed on the project, up to the estimate date.

The amount is the sum of the Cost to completecolumn in the Cost Estimateform.

Total expected costs that are entered on projects that are attached to the estimate project.

The amount is the sum of the Total costcolumn in the Cost Estimateform.

Gross margin

Estimated profit margin at the end of the project. This is the contract value that is entered as on-account transactions in the On account form minus the total costs entered on the cost lines.

Investment project

Type	Actual	To complete	Total
Cost	Total consumed costs on all projects that are attached to the estimate project. The amount is the sum of the Actual costcolumn on all cost lines on the cost estimate.	Cost to complete. The expected costs that are not yet consumed on the project. The amount is the sum of the Cost to completecolumn in the Cost Estimateform.	Total expected costs that are entered on projects that are attached to the estimate project. The amount is the sum of the Total costcolumn in the Cost Estimateform.
Not capitalized			Sum of all actual cost transactions that are not capitalized due to the line property that is attached to the cost transactions.
To be capitalized			Sum of the Total cost column in the Cost Estimateform minus the amount in the Not capitalizedfield.
Maximum capitalization			Manually entered amount. The maximum amount that can be posted to WIP balance accounts. The field is active only if Provision for foreseeable lossesis selected on the project group.
Accrued loss			When the amount in the To be capitalizedfield exceeds the amount in the Maximum capitalizationfield, the exceeding amount makes up the accumulated accrued loss amount. The amount is debited on the Accrued loss account. For more information, see Accrued loss. The amount is credited on the WIP Accrued loss account. For more information, see WIP Accrued loss.