After creating the estimate, locate it on the Estimates page. Click the three-dot icon on the corresponding card, then select “Project budget – job costing.”
First, navigate to the "Estimates" page.
Locate the estimate and select the three-dot button in the top right corner of the estimate card. From the dropdown menu, select "Project budget - job costing."
The project budget can also be accessed from the Project Lead. From the lead, open the nine-square menu and select "See Budget."
The project’s budget can now be viewed and edited.
Click the estimated company cost to populate the actual cost with that value, or enter a custom amount in the actual cost field.
Notes can also be added to each line item for later reference.
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