Adding Vendor Line Items to an Estimate

Vendor line items enable you to add the cost of working with a development partner to an estimate. The vendor line item amount is added to the total amount and cost of the estimate, as well as to the Vendor Line Item Total Bill Amount and Vendor Line Item Total Cost Amount fields.

When creating a project from an estimate, a budget with a type of "Vendor Purchase Order" is created for each account associated with a vendor line item. For more information, see Creating a Project from an Estimate.

To add a vendor line item to an estimate:

  1. On an estimate record, go to the Additional Costs tab.
  2. On the Estimate Vendor Line Items related list, click New.
  3. Enter a name for the vendor line item.
  4. Select the account of the vendor.
  5. Do one of the following:
    • Enter the bill amount and the cost amount. The margin percentage updates to reflect these values.
    • Enter the cost amount and margin percentage. The bill amount updates to reflect these values.
  6. [Optional] Deselect the Create Milestone checkbox if you do not want a milestone to be created for the vendor line item when a project is created from the estimate.
  7. Select a billing date.
  8. [Optional] Select the vendor billing date.
  9. [Optional] Search for and select an estimate product.
  10. [Optional] Enter a description.
  11. Click Save.