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<ManualTopic ID="/baanerp/ff/project/project_ff_tpest" xml:lang="en">
   <Header>
      <Title> Project Estimating</Title>
      <Keyword type="header" order="d1e439489">
         <Level1>Functions and features</Level1>
         <Level2>Project Estimating</Level2>
      </Keyword>
      <Keyword type="header" order="d1e439495">
         <Level1>Project Estimating</Level1>
         <Level2>functions and features</Level2>
      </Keyword>
   </Header>
   <ConceptSection>
      <Paragraph>Estimating is usually the first phase within the project.
		Estimating is often the most critical phase within the project, as correct
		estimating and bidding will result in obtaining the project contract. The user
		can create an estimate <Link href="/baanerp/tp/glossary/glossary#000063" role="glossary">project</Link>. For each estimate version, a complete estimate
		can be simulated and, if the estimate is accepted, a bid can be created from
		the estimate version.</Paragraph>
   </ConceptSection>
   <GeneralSection>
      <List>
         <ListItemHead>
            <Link href="/baanerp/tp/onlinemanual/000315" role="manual">To create an estimate</Link>
         </ListItemHead>
         <ListItem>
            <Paragraph>The estimate process
			 aims to prepare a proposal, a quotation, or a bid. The estimate consists of the
			 sales price and information on the proposed scope. The estimate contains
			 information on the project schedule and on the contract.</Paragraph>
         </ListItem>
         <ListItemHead>
            <Link href="/baanerp/tp/onlinemanual/000329" role="manual">To use estimate structures</Link>
         </ListItemHead>
         <ListItem>
            <Paragraph>In estimates, <Link href="/baanerp/tp/glossary/glossary#000364" role="glossary">estimate version</Link> structures are used to order or to classify the estimate. In
			 many cases, multiple estimate-version structures enable you to create different
			 classifications of the estimate data.</Paragraph>
         </ListItem>
         <ListItemHead>
            <Link href="/baanerp/tp/onlinemanual/000328" role="manual">To use estimate line levels</Link>
         </ListItemHead>
         <ListItem>
            <Paragraph>An estimate level type determines which <Link href="/baanerp/tp/glossary/glossary#000374" role="glossary">estimate lines</Link> are used in aggregating totals for a bottom-up structure. An
			 estimate level type determines the top-down amount of a structural element that
			 is used.</Paragraph>
         </ListItem>
         <ListItemHead>
            <Link href="/baanerp/tp/onlinemanual/000313" role="manual">To launch an estimate to a budget</Link>
         </ListItemHead>
         <ListItem>
            <Paragraph>To launch an estimate to a project means that work can
			 begin, or the bid is accepted or Long-lead-time items must be
			 ordered.</Paragraph>
         </ListItem>
         <ListItemHead>
            <Link href="/baanerp/tp/onlinemanual/000331" role="manual">To use a bid</Link>
         </ListItemHead>
         <ListItem>
            <Paragraph>For the preparation of a bid, you must select particular
			 lines of an estimate version. To store the documents that are relevant for an
			 estimate in ERP Enterprise, use the standard document management functionality.
			 These templates include the Microsoft Word template itself, Project Plan, CAD
			 drawings, Microsoft Excel calculation sheets, or any other documents related to
			 the estimate.</Paragraph>
         </ListItem>
         <ListItemHead>Aggregate amounts for primary structural
		  elements</ListItemHead>
         <ListItem>
            <Paragraph>Aggregate amounts for a range of projects. The totals of
			 the primary structural elements are updated before the totals are aggregated
			 for the primary structure. The process aggregates the amounts in the project
			 currency and all home currencies.</Paragraph>
         </ListItem>
         <ListItemHead>Verify top-down estimate consistency</ListItemHead>
         <ListItem>
            <Paragraph>Verify whether the top-down estimate based on the primary
			 structure is consistent; either for the specified substructure or the entire
			 structure. A check of the top-down consistency is performed only for one
			 estimate version per check.</Paragraph>
         </ListItem>
         <ListItemHead>Prepare bid</ListItemHead>
         <ListItem>
            <Paragraph>Select which part of the estimate lines falls in to a bid.
			 You can do this by selecting the primary structure and the estimate lines
			 linked to the structural elements, or by selecting estimate lines that do not
			 have a primary structure.</Paragraph>
         </ListItem>
      </List>
   </GeneralSection>
</ManualTopic>