Revising Estimates: Assigning a New Category 

The Revise Estimates form lets you assign a new category to a selected project. (If the category you need has not been assigned to the project, it does not appear in the category Finder list when you enter a detail for a revise estimate transaction.)

Note that the category must be set up for your system before you can assign it to a project.

To assign a new category to the project:

1. On the Revise Estimates form, click the New button beside the Revise Estimates Number field.

2. Enter header information for the transaction as described in the previous section.

3. In the Contract and Project fields, select the contract and project to which you want to add the category.

4. Click the second Finder button next to the Category field.

5. Select (highlight) the required category from the list that appears, click Select, and then click Close.

6. Click the Go button to display the fields for the category estimate.

7. Specify the labor type and overhead type, then enter the labor percentage (or rate), overhead percentage (or rate), and cost plus percentage, as required for the category.

8. If you are revising an estimate on a basic project, select the labor type and the overhead type to use for the category, as required. Then complete the estimate for the category, as described in the previous section.

9. Click the Add button.

10. If you are revising a standard project, close the detail form, click Add, then click Post on the Revise Estimates form to assign the new category to the project before adding an estimate for a resource using this category.

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