ESTIMATION - Guide
ESTIMATION - Guide
Breadcrumbs

Tabs in ESTIMATION

Tabs of the catalogue items

Tabs of the catalogue items.png


  1. Description / Rating tab

  2. Item parameters

  3. Cost

  4. Equivalence

  5. Options

  6. Selling

  7. Item Usage

  8. Revision Controls

For more information, see Create an item

Bids tabs

bids tab.png


  1. Estimation tab

  2. Analysis of compilations: for full description, follow this link

  3. Customer Report: for full description, follow this link

  4. Internal reports: Summary Report and Compilation report

  5. Budget tab: to prepare reports for export to your accounting system (Requires Budget module)

Functional and configuration tabs

functionnal and config tabs.png


  1. Cost: Usual view in estimation

  2. Admin: To indicate the percentage of administrative costs

  3. Profit: To indicate the percentage of profit

  4. Selling: To modify the selling price. (Project or bid items)

  5. Settings: To configure the options of the items

  6. Button for display configuration

  7. Window displaying the formula when an item is selected

  8. Search window for bid and/or template items


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