If you’ve worked on Project Operations for a while and are used to managing a Project and adding Expense and Material Estimates to a Project, you might have gotten used to putting things into the Materials and Expense Estimates tab – but this is now further simplified using Project estimate updates feature.

Let’s look at how this works!

Default Layout of Estimates on a Project

Let’s see below how the default Estimates appear on a project before the feature is enabled –

1. If you open a Project, you’ll find your Estimates tab here. It shows the distribution of time-phased estimates and this is non-editable
   
   
2. And the Material Estimates and Expense Estimates are their own separate tabs.
   
   Expense Estimates
   
   
   Material Estimates
   
   
3. Now, let’s go ahead and enable the Project estimate updates feature and look at the changes thereon.
   
   
   You’ll be asked for confirmation before proceeding as this feature cannot be turned off.
   
   

Project estimate updates

Now, let’s look at how the Project estimate updates will appear –

1. The original Estimates tab which was static is now renamed as Time phased estimates
   
   
2. And the Material Estimates and Expense Estimates are consolidated under the Estimates tab.
   Expense Estimates are seen as below
   
   
   And there’s a way to switch between Expenses and Materials
   
   
   And the Material Estimates are as below –
   

Hope this was useful!

Thank you!