An effort-based estimate can be used to provide a lump sum fee proposal and invoice to a client. The outputs from UniPhi in documents including proposals and invoices and reports can roll up to the required level to make the hours-based estimate display as a lump sum.
All the line items need to be coded correctly. The codes can be selected from the higher levels and will apply down to the lower levels.
Select All in the Depth filter to see how the codes have been applied. Note that any changes to standard application of the Tax rate work the same way.
2. To understand how potential revenue from this estimate will impact the business go to the Schedule sub tab.
3. With the Cashflow view selected, enter start and end dates for when you expect to be able to invoice for the revenue to generate a forecast cash flow. Select an appropriate Phasings Method. Select the green Save icon.
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