Estimated Expenses Overview

You can add estimated expenses to an estimate to ensure they're accounted for in expenses totals on the estimate. You can add both billable and non-billable estimated expenses. Billable expenses are billed to the customer, and non-billable estimated expenses 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 adding 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 Adding an Estimate to an Opportunity. When creating a project from an estimate, a customer purchase order budget type is created and is populated with the total amount of all billable estimated expenses. If the estimate has non-billable expenses, these populate the internal budget. If an estimate has vendor line items, these populate the vendor purchase order budget. For more information, see Creating a Project from an Estimate.