Estimate Sections

The Estimate Sections module is used to define section names as subcategories for estimate headers. This allows the addition of estimate sections (ex. Labor Cost) categorized by an Estimate Header (ex. Plant) and grouped in the estimate's summary by the Estimate Summary Group (ex. Plant) of your customized estimate.

You access the Estimate Sections screen from the Accounting menu, shown below.

Figure 1

The Estimate Sections screen (see Figure 2) is where you can edit, delete, add, and view estimate sections.

Figure 2

Add Estimate Section

Figure 3

Click the "Add new record" button from the main Estimate Sections screen (see the Green box in Figure 2) to open the Estimate Section Add Item window (see Figure 3).

1. Enter an Estimate Section Name.
2. Select an Estimate Header
3. Select an Estimate Summary Group
4. Enter the order by.
5. Click on the “Update” button to Add the new Estimate Section (see the Green box in Figure 3).

Edit Estimate Section 

Click on the “edit” button to the left the Estimate Section you’d like to edit (see the Orange box in Figure 2) this will bring up the Edit Item window (see Figure 4).

Figure 4

1. You can change the Estimate Section Name.
2. Select a new Estimate Header
3. Select a new Estimate Summary Group
4. You can change the order by.
5. Click on the “Update” button to Save your changes (see the Green box in Figure 5).

Remove Estimate Section 

Figure 5

1. Click the "delete" button in the corresponding row of the Estimate Section you wish to remove (see Red box in Figure 5). Please note: You cannot delete an Estimate Section if it is in use
2. Click "OK" in the dialogue box that appears to confirm you wish to delete the record.