To create a new Estimates record
- Go to your project. Ensure that you are in the User mode.
- Expand the Financial Transactions.
- Select Estimates.
- From the BP log page, click Create.In the Create New Estimates form:
- Complete, at minimum, the required fields according to the Upper form table below. You can save the form as a draft at any time. Unifier stores the draft in the Drafts folder.
- In the Line Items section click Add or Grid. The Line Items form opens.
- Complete the Line Items form according to the Line Items table below. You must complete all required fields on each line that you entered before you can save the Line Items form.
- Click OK (if using the Line Item form), or Save (if using the grid) to save the form. The Line Items form closes.
- If you are using the grid and do not click Save before closing it, you will lose your line item changes.
Upper Form
In this field | Do this |
|---|---|
General block | |
Record Number | This is a read-only field that Unifier populates the first time you save the form. |
Title | This is a required field - Enter a name for the record. |
Project Number | This is a read-only field that is auto-populated from the project's shell. |
Project Name | This is a read-only field that is auto-populated from the project's shell. |
Creator | This is a read-only field that identifies the person that created the record. The field appears as a link to the creator's contact information. |
Creation Date | This is a read-only field that Unifier populates when you initially saved the form and it became a record. |
Record Last Update Date | This is a read-only field that Unifier populates when you save a record. |
Status | This is a read-only field that changes depending upon the records editable state. |
Contract Reference | Select the contract from those listed in the Contracts log. |
Potential Changes Reference | Select a Potential Changes record to associate with this estimate. |
Estimate Type | Select a value from the Estimate Type drop-down menu. |
Amount | This is an auto-calculated field that shows the total amount of the line items. |
Description
In this field | Do this |
|---|---|
Description | Enter a description for the record |
P6 Activity Details
In this field | Do this |
|---|---|
P6 Activity | Select the P6 activity you want associated with this estimate. |
P6 Planned Start | This value comes from the P6 activity. |
P6 Planned Cost | This value comes from the P6 activity. |
P6 Planned Finish | This value comes from the P6 activity. |