Adding Estimated Expenses to an Estimate

You can add estimated expenses to an estimate to ensure they're accounted for in expenses totals on the estimate. You can add billable estimated expenses, which are billed to the customer, and non-billable estimated expenses, which are not billed to the customer but are included in the estimate’s costs and margins. When creating a project from an estimate that has expenses, the billable expenses and non-billable expenses are included in separate budgets associated with the project. For more information, see Creating a Project from an Estimate. You can also associate estimated expenses with any estimate products on the estimate.

When pushing an estimate to an opportunity, the total amount of all estimated expenses populates the total estimated expense amount on the opportunity product. For more information, see Pushing an Estimate to an Opportunity. When creating a project from an estimate, the total amount of all estimated expenses populates the budget's expense amount. For more information, see Creating a Project from an Estimate.

To add an estimated expense to an estimate:

On an estimate record, go to the Expenses tab.
On the Estimated Expenses related list, click New.
Enter an amount for the expense.
[Optional] Enter a name for the estimated expense.
[Optional] Select the type of the estimated expense.
[Optional] Select an estimate product to associate with the estimated expense.
Select the Non-Billable checkbox if you don’t want the expense to be billed to the customer.
Click Save.