Proposal estimates

To open the Estimates page, go to the navigation menu > Proposals, select a proposal, then click Estimate.

The layout of the Estimates page is generally the same in all proposals, but some information, such as field names and values, can vary depending on the proposal settings.

The area on the left side of the page is the proposal breakdown structure (PBS). When you select a PBS element, its tasks, resources, and trips appear to the right in the grid.

The details of each resource estimate and travel estimate in a task appear below the grid. To show or hide estimate details, click Show Details above the grid, or press D on your keyboard.

To minimize your data entry time on the Estimates page, consider importing previous estimates from ProPricer Contractor Edition Enterprise proposals whenever possible. This is the fastest and most efficient way to set up the PBS, create tasks, and enter information for resources and trips.

Keep in mind that you can discuss individual PBS elements and tasks in their activity feeds.

Keep in mind that you can track estimates with workflow, and you can discuss individual PBS elements and tasks in their activity feeds.