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