Project Estimate

The Project Estimate Writeback workbook creates new project estimates and updates existing estimates in Sage Intacct Construction. Use it to maintain project budget and estimate information, including cost codes, cost types, quantities, amounts, and related estimate details.

The workbook provides separate tabs for creating a new project estimate and updating an existing project estimate. It uses the NECWRITEBACK formula, generated with the Writeback Wizard, to send changes from the workbook back to Sage Intacct.

Tab	What it does
Create New Project Estimate	Creates a new estimate for an existing Sage Intacct project.
Update Existing Project Estimate	Modifies an estimate that already exists in Sage Intacct.

Typical workflow

1. Select the appropriate tab: Create New Project Estimate or Update Existing Project Estimate.
2. Complete or select the estimate information at the top of the workbook.
3. Review the automatically populated project information.
4. Enter or update the estimate lines in the estimate grid.
5. Select Push to Intacct to create or update the estimate.
6. Review the writeback result and verify the estimate in Sage Intacct.
7. When creating another new estimate, select Reset to clear the current entry.

Estimate header

Estimate field	What it does
Estimate ID	Identifier for the project estimate.
Project ID *	Sage Intacct project associated with the estimate.
Description	Description of the project estimate.
Estimate Date	Date associated with the estimate.
Estimate Type	Type or classification of the estimate.
Status	Status assigned to the estimate.
Primary	Indicates whether the estimate is the project's primary estimate.
Primary Forecast	Indicates whether the estimate is used as the project's primary forecast.

important

Fields marked with an asterisk (*) are required.

Project information

Project information is populated automatically from the selected Project ID. It's shown for reference only and should not be edited manually.

Project field	What it shows
Project Name	Name of the selected project.
Begin Date	Project start date.
End Date	Project end date.
Parent Project ID	Parent project associated with the selected project, when applicable.
Customer	Customer associated with the project.
Currency	Currency assigned to the project.
Location	Location associated with the project.

Estimate grid

The estimate grid contains the individual project estimate lines.

Estimate grid column	What it shows
Workflow Type	Workflow classification associated with the estimate line.
Effective Date	Date from which the estimate line becomes effective.
Cost Code	Project cost code associated with the estimate line.
Cost Type	Cost type associated with the selected cost code.
Item	Item associated with the estimate line, when applicable.
Quantity	Estimated quantity for the line.
External UOM	External unit of measure associated with the quantity.
Amount	Estimated monetary amount for the line.
Memo	Description or additional information for the estimate line.

Writeback actions

Writeback action	What it does
Push to Intacct	Creates the new estimate or writes changes to the selected existing estimate in Sage Intacct.
Reset	Clears the current new-estimate entry so another estimate can be prepared.

Update an existing project estimate

1. Select the Estimate ID from the available dropdown.
2. The estimate header, project information, and existing estimate lines are populated automatically.
3. Update the required estimate information or line values.
4. Select Push to Intacct to save the changes to Sage Intacct.

Review the estimate before writeback

• Confirm that the correct Project ID or Estimate ID is selected.
• Review the estimate header information.
• Verify that the automatically populated project information corresponds to the intended project.
• Review all cost codes, cost types, quantities, amounts, and other estimate line details.
• Confirm that any required fields are complete.
• Select Push to Intacct when the estimate is ready.

After the writeback completes, review the confirmation message and verify the estimate in Sage Intacct.