Note that you need the Estimation module to be enabled for your account to follow the tutorial. Please contact support if you can't find it under your account.
Note that to work with estimations you need the right user right. Unless estimations are done by a project manager, we recommend giving estimating rights only to estimators, so that project managers couldn't change them retroactively and there would be an accurate comparison of what was estimated and what the actual cost was.
Estimations will be synced between the Budget and Estimation view - it doesn't matter from which view you add them, although the functionality and the way data is displayed is different.
For projects created from project templates
Project templates contain cost codes along with costs and units that correspond to a specific types of projects.
For projects that were created from project templates, you can add line-items by clicking "Add line-items from project template" under the Estimation view under a given project.
You can then select all the line-items you want to add for this specific project.
For every project
For every project (never mind how it was created), you can also add new line-items manually. Just click on the "Add line-item" button under the Estimation view under a given project.
You can also see estimated costs under the budget view. Make sure that you've selected the right columns to display estimations.
In order to change estimations, find the "..." (More actions) button behind a line-item in the budget and select "Estimated costs".
You can then add both estimated costs and do volume calculations.
Looking at Historical Prices of Line-Items
Historical prices across projects for a given line-item are available in Project Templates, Estimation and Budget views.
Find the historical prices by clicking the histogram icon next to the line item.
Doing Volume Calculations
You can both view, add, and edit volume calculations both in the Estimation and Budget views.
Each line-item can have several volume calculation components. Add them under Estimation view by clicking on "..." (More actions) next to the line-item.
A new volume calculations component is then added under the line-item.
Each volume calculation is done based on these columns:
- # - number of sides
- Coefficient - use it to specify loss of material or extra material that is needed (for example, a wall that has windows or a wall that have to be painted on both sides)
Please make sure you've selected "Show volume columns" to see and be able to edit that information.
Negative volumes for subtractions
Note that you can also add negative volumes. This might come in handy when you, for example, add a wall as one volume component and then windows as another one that has a negative volume. The idea being that you can subtract windows from the wall material, for example.