| 1. | Go to Project management and accounting > Projects > All projects. |
| 2. | Open Project type column filter. |
| 3. | Enter a filter value of "fixed" on the "Project type" field using the "is exactly" filter operator. |
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Note: Estimate can only be produced for Fixed price or investment projects |
| 4. | In the list, click the link in the selected row. |
| 5. | On the Action Pane, click Manage. |
| 6. | Click Estimates. |
| 7. | Click New. |
| 8. | In the Estimate date field, enter or select a value. |
| 9. | In the Cost to complete method field, select an option. |
| 10. | In the Completion method field, select an option. |
| 11. | Click OK. |
| 12. | Click Calculate. |
| 13. | Click OK. |
| 14. | Click Post. |
| 15. | Click OK. |
| Related to | Notes |
|---|---|
|
Reconcile project WIP |
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Fixed-price project execution (with invoicing) |
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