Revising Estimates

You can revise existing estimates, and you can assign new categories and resources to a project. When revising estimates, use a separate detail for each level of the project that you want to change.

Note: If you are assigning a new category to a standard project, you must post a separate revise estimate transaction to add the category before you can add the resource estimate.

Set up records (using PJC Setup screens) for any new categories or resources that you want to assign to the project.

To revise estimates for a project:

  1. Open Project and Job Costing > PJC Transactions > Revise Estimates.

  2. Click the New button beside the Revise Estimate Number field.
  3. In the Status field, accept New, and then enter information in the other fields above the table.
  4. Click the Detail button.

    The Detail Revise Estimates screen appears.

  5. Specify a contract, project, category, resource, and description. Then click the Go button to the right of the Description field.
  6. Enter revised information in the remaining fields, including those in the table. For more information about these fields, see Detail Revise Estimates Screen.
  7. Click Add (or Save) to add or save the detail.
  8. When you have finished entering details, click Close to return to the Revise Estimates screen.
  9. Click Add (or Save) to add or save the transaction.
  10. Click Post.

    You can also post charges from the Post Transactions screen. For more information, see PJC Post Transactions Screen.