Creating cost estimates for compatible units

Create compatible units estimates records to perform, quote, and approve cost estimates for capital construction projects.

The estimates you create and the associated costs are based upon the CU design projects.

  1. Select Work > Projects > Compatible Units > CU Estimates.
  2. Click Add Record.
  3. Specify this information:
    CU Estimate
    Specify a unique code identifying the CU estimate, and then specify a description in the adjacent field.
    Organization
    Specify the organization to which the CU estimate will belong.
  4. Specify this CU Estimate Details information:
    CU Design Project
    Specify the CU design project for which you are creating this estimate.
    Estimate Type
    Specify whether the estimate type is As-Built, Cost Only, or Design.
    Status
    Specify the status of the estimate.
    Department
    Specify the department of the estimate.
    Contribution Total
    Contribution
  5. Optionally, specif the materials, tools adjustments as needed.
  6. Click Save Record.
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