Estimate Templates List

The screenshots on this page do not all reflect the new web version yet.

Estimates are used to manage, monitor and limit case costs.

Start at Estimates overview for full details about how estimates work in Case Manager.

Estimate templates

When an estimate is added to a case it can be created from scratch or from a template, which can be customised.

Templates make it easy to standardise estimates for particular case categories. They are managed at the Estimates Templates List.