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