Estimate Defaults Window

Overview

The Estimate Defaults window allows an administrator to identify items that will be added to all projects, and the basis of the calculations that will be used to set the item's prices.

 

 

Description

The Estimate Defaults window lists items that will be automatically added in a contract and that will have their costs automatically calculated in an estimate based on the parameters entered in this window. The meanings of the key fields are:

  • Calc % - The item price is this percentage multiplied by the cost of the other items in the category.

  • Trigger - This indicates that the items price will be $0 until the cost of the contributing items is greater than this value.

  • Min. Amt - The cost for the item will be this amount or greater.

  • Max. Amt - The cost for the item will never be greater than this amount.

  • Proj - This item is calculated against all items in the project rather the category.

 

Functionality