Editing Contingencies on an Estimate

Editing a Contingency on an Estimate

To edit a billable or cost contingency on an estimate:

1. On the Estimate record, go to the Additional Costs tab.
2. On the Estimate Contingencies related list, find the estimate 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.
Note:

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

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. ClSaveick .
11. Click in the Estimate Builder toolbar to save the changes.