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Edit the estimates in an opportunity

  • Click Estimates

    1. Edit Resource Estimates:
      1. To edit a resource's hours, you can click on 3 dots next to resource name and click edit:
      2. Update the hours in the whichever stages you want in the pop-up:
      3. Click update.

You can edit the resources hours by click on pencil as well.


2. Edit Expense Estimates:
    1. Click on the 3 dots of respective expense that you want to edit.
    2. Click Edit.
    3. Update details in the pop-up and click update.