Editing Contingencies on an Estimate

Editing a Billable Contingency on an Estimate

To edit a billable contingency on an estimate:

  1. On the Estimate record, go to the Additional Costs tab.
  2. On the estimate billable contingency you want to edit, click Dropdown arrow in the Estimate Contingencies related list., then Edit.
  3. [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.
  4. [Optional] Edit the name of the contingency.
  5. [Optional] Edit the billable amount or billable amount (percentage) for this contingency.
  6. [Optional] Edit the description of the contingency.
  7. [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.
  8. [Optional] Edit the estimate product instance associated with this risk.
  9. [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.
  10. Click Save.
  11. Click Refresh button in Estimate Builder. in the Estimate Builder toolbar to save the changes.

Editing a Cost Contingency on an Estimate

To edit a cost contingency on an estimate:

  1. On the Estimate record, go to the Details tab.
  2. In the Cost Contingency section, on the Cost Contingency field, click Edit button in the Cost Contingency section of the Details tab..
  3. Enter the budget amount for unexpected costs. This amount will be added to the net amount and cost for the estimate.
  4. [Optional] Select the Apply Discount to Cost Contingency checkbox to apply any estimate discounts to the contingency.
  5. Click Save.