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 subtab.
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.

Note:

When switching amount input types, a flat amount does not convert into a percentage. However, if you switch back to a flat amount after having switched to a percentage, your original flat amount value is shown. This value will be stored until you save a new amount.

1. [Optional] Edit the name of the contingency.
2. [Optional] Edit the amount or amount (percentage) for this contingency.
3. [Optional] Edit the description of the contingency.
4. [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.
5. [Optional] Edit the estimate product instance associated with this contingency.
6. [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.
7. Click Save.
8. Click in the Estimate Builder toolbar to view the changes.