Cost estimate (form)

Article
10/09/2018

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Project management and accounting > Common > Projects > All projects. Select or open a Fixed-price or Investment project that is attached to an Estimate project. On the Action Pane, on the Manage tab, in the Process group, click Estimates. In the Estimate form, select an estimate line, and then click Edit.

Use this form to maintain the expected costs for the current period on individual cost lines. Costs are entered on the cost line, and the cost lines that are displayed in this form are defined on the cost estimate.

Amounts or quantities that are posted to the project are displayed, depending on your selection in the Unit field in the Control types form.

Tasks that use this form

About estimate periods

Create an estimate project

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
Amount	Enter and maintain cost amounts, in the accounting currency, for cost lines.
Quantity	Enter and maintain quantities for cost lines.
General tab	View details about individual cost lines.

Buttons

Button	Description
Forecast	View the forecasts that are associated with the cost estimate lines.
Actual	View the transactions that are associated with the selected estimate line. You can view lines for the current estimate or previous estimates that are associated with this transaction.
Committed cost	View the committed costs that are associated with the cost estimate line. You can view lines for the current estimate or previous estimates that are associated with this cost.
Check	Update the view with any transaction changes.
Update	Update changes to any transaction data.
Error text	View error text, if any.

Fields

Field	Description
Cost line	The unique ID for the cost estimate line, which is defined in the cost template for the Estimate project.
Transaction type	The transaction type of the cost estimate line.
Cost to complete method	Choose a method for calculating the cost to complete.
Actual cost	The amount of costs, in the standard currency, calculated on the cost estimate line for the current period.
Cost to complete	The expected cost to complete the project.
Total cost	The total costs, in the standard currency, for the estimate line.
Actual quantity	The current number of transaction units that are entered on the estimate line for the project.
Quantity to complete	The amount of units remaining if the actual quantity is deducted from the total quantity.
Total quantity	The total number of transaction units that are estimated for the project.
Estimate project	The Estimate project ID number.
Estimate date	The end date of the estimate period. This date is used to filter transactions that are included in the estimate.
Version	The version number of the estimate. When you create a new estimate, version number 1 is automatically entered in this field. The version number changes only if an existing estimate is revised.
Cost template	The cost template selected for the project.