How to View Margin Analysis

View Margins on an Estimate or Multiple Estimates

Steps:

1.     Navigate to JOBS > Estimates.

2.     Select the Job No. 

3.     Select the Margins hyperlink

Users can also run a report showing the Margins for multiple estimates:

Steps:

1.     Navigate to JOBS > Estimates

2.     Select the Job No on multiple estimates.  

3.     Select Margin Summary 

4.     Select between Summary or Detail

5.     Select PREVIEW to view the report or EXCEL to export the report data into an                  Excel file