Copying the Estimate (Budget) to the Job

In the Job Costing module

1.   Click on the jobs TAB to display the list of Jobs, and select the required job

2.   Click the ‘Estimate’ button, which brings up ‘Select Estimate’ tab.  Untick the ‘create standard purchase orders’ box and tick the ‘create forecast budget’ box.

3.   Click “Process”. Your Budget has now been copied to the Job