Create Estimate

This step is used to create and maintain the Budget for Projects Feasibility that have NOT been set up using the Zavanti Feasibility tool. (see: Feasibility Import for further instructions)

In the Estimating module

1.  Create a NEW Estimate or Copy an Existing template

2.  Enter estimate Name and Revision Number

3.  Click Save

4.  On the ‘Details’ tab add the detail ‘lines’ to set a budget for each Cost centre

5.  Click save when done