Estimates

To create a new estimate in Pronto:

1. Go to the Finance tab within your Project
2. Click New Estimate

The Estimate Builder will open. Some fields will pre-fill based on the information provided when the Project was created.

Add Estimate Details

• Add a clear Reference (e.g. what the estimate is for or who it’s for)
• Set a valid Date Range

Estimate Structure Options

• Uncategorised Items:
  Use this for simple estimates with just a few lines.
• Categories:
  Use categories to break your estimate into sections. Click New Category to add structure.

Estimate Line Items

Items are pulled from the client’s pre-set price list (managed in Agresso).

There are three item types:

• Project Fee Time:
  For charging time. Non-editable. Select the appropriate role/product.
• Purchase Order Items:
  For third-party costs. Editable.
• Other / Miscellaneous:
  For fixed-fee items. Editable.

Final Steps

Once you’ve finished:

• Click Save
• Then click Submit to send for approval

A PDF of the Estimate is also generated and saved in the Project’s Files tab under the Finance folder.