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Copying an Existing Cost Estimate

To copy from an existing calculation, you can either: Click on the calculation screen. Click the . Select 'Copying an Existing Cost Estimate' and click After the copy screen appears, update the

Updated over 2 weeks ago

To copy from an existing calculation, you can either:

  • Click

    copy button

    on the calculation screen.

    Screenshot of Cost Estimate highlighting copy button
  • Click the

    plus

    . Select 'Copying an Existing Cost Estimate' and click

    ok
    Screenshot of copying an existing cost estimate

After the copy screen appears, update the effective date as needed.

Things to Note

  • Three data-entry currencies are typically associated with an assignment: the company currency defined in the Company screen and the home or host country’s currency for the assignment defined in the Assignment screen.

  • If the effective date is the same as the original estimate, the copied estimate contains all values and amounts of the original estimate.

    Screenshot of updating cost estimate effective date
  • If effective date is different than the original estimate, the cost estimate will be recalculated using the most current information relative to the new effective date. The inputs that are refreshed include: Exchange Rates, Base Salary, Family Size and Custom Calculations. View the Cost Estimate Batch Refreshed Inputs section for details on how the inputs are refreshed.

  • When copying with a new effective date on an estimate that uses a tax calculation, it will decrease the license counter, unless unexpired recalculations are available for the Assignment.

    Screenshot of license counter decrease on copying cost estimate
  • In the event that a Cost Estimate batch is processing, cost estimates copied with a different effective date will not finish copying until the batch has finished. To help, a progress bar will appear when copying a Cost Estimate with a new effective date and will display the current status of the estimate until copying has completed.

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