Add an allowance package from an estimate

If a Sage Construction Management estimate includes items with the Allowance option selected, you can create allowance packages from those items.

1. Go to Projects and select the appropriate project in the Quick Select section.
2. Select Allowance Packages in the Client Contract Admin section.
3. Select Actions > Add From Estimate.
4. In the Estimate to Allowance wizard, do the following:
   1. Optionally, update the Project number.

      This field is required.

   2. Select the Estimate number.
5. Optionally, to create an allowance package for each cost code, select the Create Allowance Package Per Cost Code option.

   This option is recommended.

6. Select the approved Prime Contract number.
7. Select Finish.

Next step: Add allowance package item options manually.