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