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In Chase, reference is made to Cost Sheets and Cost Estimates (CEs). A Cost Sheet is a form used to enter costing information for a Job while a Cost Estimate is a resulting document that can be sent to the client in printed format or by email.

Here's a visual demonstration for adding a Cost Estimate

Below are steps to show you how to create a Cost Estimate with some basic line items.

Step-by-step guide

  1. Open the Job Bag to which you want to add a Cost Estimate and click the Add New button on the Ribbon. 

    This can be from the Recent Jobs list on the Home page, or from the Jobs button on the Ribbon
  2. Click the Add New button on the Ribbon. 

  3. In the Add New dialog, select Cost Sheet from the Document Types section and click the Create button.

    If you have a CE template created, you can select it from the Templates section to apply it to the CE form.

    The Cost Sheet screen appears with information from the Job Bag automatically populated. 

    To inspect the Job for which the Cost Estimate was created, click the Job button in the Go To field.
  4. Enter a short description for the estimate in the Description field. 

  5. Select the client contact to whom the Cost estimate will be sent in the Attention field.

  6. To add a Work type, click the Add Lines button below the Details field.

  7. In the line added indicate the type of work to be carried out, by clicking the drop down arrow on the Work Type field and select from a list of available options. 

    In this example, an Internal work type was selected.

    If the desired Work type is not available, ask your Chase Administrator to add it to the list.

    Work types can be internal (the work is handled by your agency) or external (the work is subcontracted to a third party).

    If a Work type has a markup value in the %markup field, this indicates that the work will be subcontracted to a third party.

  8. Optionally select or enter the Unit Type and number of Units for this work type.   

  9. In the @Cost field, enter the unit cost for this line item. If a default rate has been defined in Chase, this rate will appear in the field.

    For Internal Work types, you can optionally enter an Internal Cost that will be associated with this work type or adjust the Amount field. Please note that if you adjust the Amount, a markup percentage will be applied in the %Markup field.

  10. Click the Add Lines button and enter the remaining Work types and costs required.

    In this example, an External work type was selected.

  11. In the @Cost field, enter the unit cost for this line item. If a default rate has been defined in Chase, this rate will appear in the field.

    For External Work types, the Cost field will automatically populate based on the amount entered in the @Cost field. Optionally change the %Markup, the Cost, and the Amount values for this work type. The %Markup value applied shows that you will be incurring an external cost because an external supplier will be used to produce the specified line item. This usually means you need to raise a Purchase Order. If you adjust the Amount of this work type the %Markup value will also change.

  12. Click the Save button.

    The table at the bottom of the Cost Sheet shows each cost associated with the Job. 

    When you are complete, change the status of the CE to Final. If there's a workflow set up, it will be kicked off and will change the status of the CE to Awaiting Approval.