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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.

Below are steps to show you how to create a cost estimate from the Add New dialog.

Step-by-step guide

  1. Open the Job Bag to which the Cost Estimate refers. 
    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.

    The Add New dialog appears. 

  3. Select Cost Sheet from the Document Types section.

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

  4. Click the Create button.

    The Cost Sheet screen appears. 

    Notice that certain information from the Job bag has been automatically inserted. This information cannot be changed.

  5. To inspect the Job for which the Cost Estimate was created, click the Job button in the Go To field.

  6. Click the drop down arrow in the Attention field, and select the client Contact to whom the Cost Sheet will be sent.

    In this example, Gavin Mckrow was selected as the contact person.

  7. Enter a short description for the estimate in the Description field. 
    In this example, This CE is based on estimated hours for Auditions for the ad was entered.

  8. To add a Work type, click the Add Lines button near the bottom of the Cost Sheet.  The table at the bottom of the Cost Sheet shows each cost associated with the Job. 

    A line is added.

  9. To indicate the type of work to be carried out, click the drop down arrow on the Work Type field. 

    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.

  10. Select a Work type from the list of Work types that appear. 

    In this example, the Internal worktype Audition/Pilot was selected.

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

  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 populate. This 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.

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

  13. Click the Save button.  

    If you have a workflow setup, change the status of the CE to Final.  This will kick off a workflow and the status of the CE will change to Awaiting Approval.