Editing Contingencies on an Estimate

Editing a Contingency on an Estimate

To edit a contingency on an estimate:

1. On the Estimate record, go to the Additional Costs tab.
2. On the estimate contingency you want to edit, click , then Edit.
3. [Optional] Edit the amount input type. The option selected determines if the 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 amount or amount (percentage) for this contingency.
6. [Optional] Edit the description of the contingency.
7. Click Add. You will receive a notification when the estimate is added to an opportunity.
Note:

When a contingency was added directly to a record in the Estimate Builder using the row-level action, the fields in steps 8-10 are read-only.

8. [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.
9. [Optional] Edit the estimate product instance associated with this risk.
10. [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.
11. Click Save.
12. Click in the Estimate Builder toolbar to save the changes.