Cost management
86 guides
Where can I find the estimate and project costs?
The estimate is under Cost management and Estimate.
Work with the project estimate
Open Estimating in the correct project and select your estimate.
Manage invoice records
Open Vendor invoices in the project and select or upload the record.
How do I add markups and deductions in the estimate?
Open estimate and choose Markups and deductions.
How do I bring a quantity from a drawing or model into an estimate line?
Open the line in the estimate and choose Quantity from a drawing or model and then Take off quantity.
How do I turn on the four-eyes principle for invoice approval?
Open Cost management, Cost tracking, and the Permissions tab.
Can I delete an invoice I uploaded by mistake?
Yes, an administrator can choose Delete invoice.
Which e-invoices does Fidrel read, and what is checked?
Fidrel reads e-invoices in the formats UBL, CII, Finvoice, FatturaPA, Facturae, and Svefaktura.
How do I follow budget and actuals per phase?
Create the phases under the project’s Settings.
How do I approve an estimate as the year’s operating budget in Facility management?
Open Facility management and Cost management.
Need more help?
Describe what you are trying to do and include the project name. Never send passwords or card details.