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 from the list.
2. On the Project page, select Allowance Packages in the Client Contract Admincategory of the Project Menu section.
3. Select Actions > Add From Estimate.
4. In the Estimate to Allowance wizard, do the following:
   1. Optionally, update the Project number as needed.

      This field is required.

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

      This option is recommended.

   4. Select the Prime Contract.
   5. Select Finish.

Next step: Add allowance package item options manually.