Create an Allowance or Budget

Last Updated By Michael Croteau

Updated at April 9th, 2021

Providing allowances in estimates is quite popular. To create an allowance, head into your estimate’s “Projects” tab. Then, hover over the Search button > Browse and click Create Custom Part.

Choose a category for your allowance, give it a name and price it out. Then, hit save.

It’s as simple as that. When completed, you will see your allowances in your estimate.

Keep in mind, you can always export your estimate to Quickbooks or Excel to compare actual costs to your budget / allowance. 

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