Change default formula on estimate line

You can change the default formulas for an estimate line. You can only change to formulas that are also defined for the same transaction type in the used calculation group.

Steps

1. Click Advanced project management.

2. Click Project quotation.

3. In the list, click the link in the selected row.

4. Click Advanced WBS.

5. Click Edit.

6. In the list, find and select the desired record.

7. Click the Estimated costs and revenues tab.

8. In the list, mark the selected row.

9. In the Formula field, enter or select a value.