Using estimates

As we saw in How estimates work, estimates 'police' the addition of costs. Exactly how this happens depends on the estimate settings for the case's category.

In general, when you use estimates the process involves:

  • Confirm that the case category's estimate settings reflect how you want the estimate to work
  • Confirm that suitable activities (and possibly charge codes) are linked to the case category
  • Create the estimate at the Estimate tab
  • The estimate costs may be derived from activities or charge codes.

  • Add costs at the Costs tab
  • The estimate's strictness (set via the category settings) determines which costs can be added, when and how.

    When you enter cost details, you are dynamically informed of the amount remaining for the equivalent estimate cost.

  • Monitor spending
  • There are a number of other opportunities to monitor spending relative to the estimate