Options Menu

The Estimate screen provides a menu in the upper right-hand corner supporting various actions you can perform on the displayed opportunity estimate. For work orders that have change orders established, all the options from the Options menu on the Opportunity screen are moved to this Options menu on the Estimate screen. The list of available options is dependent on the status of the opportunity or the change order.

The following options may be available on this options menu.

Menu Option	Description
Import	Imports an estimate from a .XLSX or .CSV file as described in the Importing Estimates section. This option is only available for users having the Import Estimate permission enabled.
Edit Revision Information	Only available for work orders with changes.   Allows you to modify information for the selected work order or change order revision.  The following fields can be modified:  Revision Name, Proposal Descriptions 1 and 2, and Invoice Notes
Adjust Service Pricing	This option available for work orders contracts displays the Adjust Service Pricing screen allowing you to simultaneously refine customer pricing for all services on the current estimate. Three options are provided: 1. Service Price % – Specify a percentage increase or decrease to be applied to all services. 2. Service GM % – Specify a target gross margin percent. Aspire will adjust the service pricing to allow the estimate to meet the specified gross margin. The GM% to which the price is adjusted is determined based on the Show Gross Margin Less Sub-option on the Application tab of the Application Configuration screen. 3. Total Fixed Price – Most often used when initially loading existing contracts into Aspire on startup. Proportionally adjusts pricing of all services on the estimate so that they add up to a specified fixed price.
Adjust Item Kit Cost	This option is available for work order contracts straight-forward mechanism to see all items on the estimate and to individually adjust their associated cost. This can be particularly helpful when working with large work orders where the same items might be utilized for several different services.   When you choose this option, Aspire displays the Adjust Kit Cost screen, allowing you to make the desired cost adjustments.
Edit Payment Schedule	For Fixed Payment contracts or Fixed Price on Payment Schedule work orders, displays the payment schedule for editing.
Print Estimate Sheet	This option available for work order contracts allows you to generate an estimate sheet for printing. The estimate sheet summarized all material and labor costs on the estimate.  It is mostly used to confirm pricing with vendors before delivering the bid to the customer.  Choosing this option will display a Report Setting dialog that allows you to select the report layout.   If you have Choose Report Export Type permission, the dialog will also allow you to choose the output format of the document (excel, text, word, Html, image, pdf) – otherwise, Aspire will only allow you to generate the document as a PDF. Estimate Sheet layouts are commonly established with input by the AspireCare team during system setup.
Add General Conditions	This option is available only for work orders under the following conditions: The opportunity is a work order with the status of Estimating: if you have the Adjust General Conditions permission if you have not added a general conditions template to the estimate When you select this option, Aspire displays the General Conditions screen.
Adjust General Conditions	This option is available only for work orders under the following conditions: The opportunity is a work order with the status of Estimating: if you have Adjust General Conditions permission if you have already added a general conditions template to the estimate When you select this option, Aspire displays the General Conditions screen.
Edit Schedule of Values	This option is available only for Work Orders with the invoice type of Fixed Price Open Billing. Selecting this option displays the Schedule of Values screen so that you can edit the schedule of values used for invoicing.
Pricing Summary	This option displays a Pricing Summary Report showing a breakdown of cost and overhead by item type comparing standard pricing to job pricing based on job-specific pricing overrides.

Remember that for work order opportunities for which there are existing change orders, this menu can additionally contain the options from the Options menu on the Opportunity screen.