Add a Sage Timberline® Office Estimate

The Issue Budgets and Issue Purchase Orders screens have to contain an estimate in order for the user to issue a budget/purchase order.

To add an estimate:

1. In the Issue Budgets or Issue Purchase Orders screen, select the job from the Jobs toolbar.

2. Click the Add Timberline Estimate icon in the Issue Budgets/Issue Purchase Orders toolbar.

3. • Or, right-click within the white space of the screen below the Issue Budgets/Issue Purchase Orders menu, and select Add Timberline Estimate.

   • Alternatively, open the Issue Budgets/Issue Purchase Orders menu, and select Add Timberline Estimate from the drop-down menu.

The Select Timberline Estimate window appears.




 

3. Select the estimate file name to import as the original base estimate for the job.

4. Click Open.

If the Use Estimate Cover Page Information option is selected in Integration > Timberline Estimating > Estimating DB Settings > Estimate Cover Page. any data from the screen will be added to the Estimate Information within the job record in Purchasing.

5. Click Save to save the addition of the estimate. Or, click Cancel.

Related Topics:

Overview of Issue Purchase Orders Screen

Sort By Menu

Expand/Collapse Screen

Delete Estimate

Refresh Timberline Estimate

How to Issue Purchase Orders

Add Change Orders or Variance Purchase Orders

Cancel a Purchase Order

Delete a Purchase Order

Multi Cancel/Delete Wizard

Preview Purchase Orders

Issued Summary Screen

Add Items

Change Suppliers or Costs

Copy Purchasing Activities

Delete Purchasing Activities or Items

Refresh Costs

Refresh Data

Refresh Suppliers

Cancelled Summary Screen

Print or Re-Print Purchase Orders

Send Purchase Orders to Suppliers

Issuing Purchase Orders if Budgets are Finalized in Sage Timberline Office Job Cost

Print Reports