ManagePlaces lets you create estimates/ budgets in seconds. You can create your estimate/ budget before or after the project has been created. Here are instructions on how to do both methods:
CREATING A BUDGET AFTER A PROJECT HAS BEEN CREATED
Step 1:
First, navigate to your project by clicking Projects in the left-hand menu, and then click into your project.
Step 2:
In the secondary menu, click Finances to access the project's Finances Overview. Now hover over the red exclamation mark in the 'Original Budget' column and click Add estimated costs.
Step 3:
This will bring up a new screen where you can build your budget/ estimate. Fill in your estimate's Name, select or add a Customer (if you have one, otherwise simply leave blank) and build your estimate by adding tasks and items on each line. When your estimate is complete, click Add estimate.
Note: Before you can add items (like materials or labour) into your estimate, you need to create and price them first. Here is a simple tutorial explaining how.
CREATING A BUDGET BEFORE CREATING A PROJECT
Step 1:
First, click Finances in the left-hand navigation, then click Estimates > Add estimate.
Step 2:
The next screen is where we will create our estimate. Fill in your estimate's Name, select or add a Customer (if you have one, otherwise simply leave blank) and build your estimate by adding tasks and items on each line. When your estimate is complete, click Add estimate.
Note: Before you can add items (like materials or labour) into your estimate, you need to create and price them first. Here is a simple tutorial explaining how.
Step 3:
Once you (or your client) are happy, you can approve the estimate by clicking Approve in the left-hand navigation. Click Yes in the pop-up to confirm. Your estimate is now approved and ready to be turned into a working project.
Step 4:
Now we need to convert the estimate into a project. To do this, click Create project in the top left of the screen. Now fill in your project's details including dates and team members. Finally, click Create project at the bottom of the page, and that's it - your project is live. You will now see your project dashboard where you and your team can communicate, add documents, log KPIs, edit dates and tasks etc.
