Cost estimates can be pre-populated by a data source, including draft and effective comp worksheets. All compensation worksheets, regardless of status, will be available as a data source on a cost estimate. To use a compensation worksheet as a data source, cost estimate line items will need to be mapped to the worksheet’s line items on the cost estimate template line item.

Navigation: Companies Tab

Templates menu group

Cost Estimate Templates menu

View/Edit an existing template

View/Edit the appropriate cost estimate line item

Under Calculation Details, map to the appropriate compensation worksheet line

When using a comp worksheet for an initial cost estimate (when the comp worksheet’s only purpose is for the cost estimate), then creating a draft comp worksheet is the best option. A draft comp worksheet will not be picked up by the batch processing screens.

Navigation: Assignments Tab

Compensation menu group

Compensation Worksheets menu

Select the Draft Worksheets tab

Choose to create a “New Craft Comp Worksheet”