Editing Contingencies on an Estimate
Editing a Billable Contingency on an Estimate
To edit a billable contingency on an estimate:
- On the Estimate record, go to the Additional Costs tab.
- On the estimate billable contingency you want to edit, click , then Edit.
- [Optional] Edit the billable amount input type. The option selected determines if the billable amount for this contingency is entered as a number or as a percentage.
- [Optional] Edit the name of the contingency.
- [Optional] Edit the billable amount or billable amount (percentage) for this contingency.
- [Optional] Edit the description of the contingency.
- [Optional] Edit the estimate product instance associated with this contingency. The Currency ISO Code field will update to the currency of the estimate product instance.
- [Optional] Edit the estimate product instance associated with this risk.
- [Optional] Edit the estimate line set, estimate task or estimate role request on this estimate to associate with this contingency. The others might automatically populate depending on your selection.
- Click Save.
- Click in the Estimate Builder toolbar to save the changes.
Editing a Cost Contingency on an Estimate
To edit a cost contingency on an estimate:
- On the Estimate record, go to the Details tab.
- In the Cost Contingency section, on the Cost Contingency field, click .
- Enter the budget amount for unexpected costs. This amount will be added to the net amount and cost for the estimate.
- [Optional] Select the Apply Discount to Cost Contingency checkbox to apply any estimate discounts to the contingency.
- Click Save.