How do I approve an estimate as the year’s operating budget in Facility management?

How do I approve an estimate as the year’s operating budget in Facility management?

CommercialStep by step · 4

Open Facility management and Commercial.
Under Estimate you choose Approve as operating budget.
Facility management has its own ledger, one year at a time, with its own pages for Estimate, Cost tracking and Supplier invoices.
The project’s rules for the four-eyes principle and VAT apply there too.

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Related guides

Where can I find the estimate and project costs?

The estimate is under Commercial and Estimate.

Work with the project estimate

Open Estimating in the correct project and select your estimate.

Manage invoice records

Open Supplier invoices in the project and select or upload the record.