- Open a job in the Manage Estimates screen.
- Click Set Exclusive to prevent other users from accessing the estimate job.
- Click OK.
- From the Alternates tab, select the alternate for which you want to allocate financial cost items. Do not select alternates if you want to allocate all financial cost items in all alternates.
-
Click Allocate
on the
speedbar and select one of the following options:
Allocate All – Allocate the financial cost items in all alternates.
Allocate Selected – Allocate the financial cost items in the selected alternates.
Clear and Allocate All – Remove any existing allocations and then allocate the financial cost items in all alternates.
- View the results in the Allocated column in the Alternates tab. You may need to add the Allocated column to the view to see it. See Work with Columns for more information.