{"id":158492,"date":"2026-11-08T10:14:21","date_gmt":"2026-11-08T10:14:21","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/estimate-field-cost-sheet-construction-contract\/"},"modified":"2026-11-15T13:37:37","modified_gmt":"2026-11-15T13:37:37","slug":"estimate-field-cost-sheet-construction-contract","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/estimate-field-cost-sheet-construction-contract\/","title":{"rendered":"Estimate Field in the Cost Sheet and Construction Contract Forms"},"content":{"rendered":"
\n

The Estimate<\/strong> field in the Cost Sheet form links the sheet to a Construction Quotation. The field is a simple list of the Estimates that match what you selected in the other fields (Project, Bid, or Client), with a None<\/strong> option to leave the sheet without an Estimate.<\/p>\n

\n
Required Permissions<\/span>Add Cost Sheets<\/strong> to create, and the permission to edit Cost Sheets to edit<\/span><\/div>\n
How to Access<\/span>Cost Sheets<\/strong><\/a> > Cost Sheet Create<\/strong><\/a> > Estimate<\/strong><\/span><\/div>\n<\/div>\n
\n

Article Contents<\/p>\n

    \n
  1. Field Properties<\/strong><\/a><\/li>\n
  2. Which Offers Appear?<\/strong><\/a><\/li>\n
  3. The Effect of Selecting an Estimate<\/strong><\/a><\/li>\n
  4. When Is the Field Read-Only?<\/strong><\/a><\/li>\n
  5. The Order in Which You Select Fields and Its Effect<\/strong><\/a><\/li>\n
  6. Branches and Permissions<\/strong><\/a><\/li>\n
  7. Field Properties<\/strong><\/a><\/li>\n
  8. The Effect of the Selection<\/strong><\/a><\/li>\n
  9. Validation When Saving<\/strong><\/a><\/li>\n
  10. Contract Form Fields<\/strong><\/a><\/li>\n
  11. Contract Statuses and What They Allow<\/strong><\/a><\/li>\n
  12. Error Messages and Their Solutions<\/strong><\/a><\/li>\n
  13. Frequently Asked Questions<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    Field Properties<\/h2>\n\n\n\n\n\n\n\n
    Property<\/th>\nValue<\/th>\n<\/tr>\n
    Required<\/td>\nOptional.<\/td>\n<\/tr>\n
    Default Value<\/td>\nEmpty, with the placeholder text Select an Estimate<\/strong>.<\/td>\n<\/tr>\n
    Fixed Option<\/td>\nNone<\/strong> at the top of the list to remove the link.<\/td>\n<\/tr>\n
    Search<\/td>\nA search box by Estimate number.<\/td>\n<\/tr>\n
    Items<\/td>\nThe text of each Estimate (its number and title), without grouping.<\/td>\n<\/tr>\n<\/table>\n

    Which Offers Appear?<\/h2>\n
      \n
    • Estimates that are not linked to another Cost Sheet; when editing, the Estimate linked to this sheet also appears.<\/li>\n
    • If you select a Project<\/strong> in Link the Cost Sheet To<\/strong>, only the Estimates of that Project appear.<\/li>\n
    • If you select a Bid<\/strong>, only the Estimates of that Bid appear.<\/li>\n
    • If you select the Client<\/strong> yourself, only that Client’s Estimates appear.<\/li>\n
    • Without a Project or Bid, the Estimates that are not linked to either appear (standalone Estimates).<\/li>\n
    • Estimates linked to a contract don’t appear.<\/li>\n<\/ul>\n

      The Effect of Selecting an Estimate<\/h2>\n
        \n
      • The Client<\/strong> is filled in from the Estimate and becomes disabled.<\/li>\n
      • If the Estimate is linked to a Project or Bid, Link the Cost Sheet To<\/strong> is filled in with it; if it is linked to both, the Project is selected.<\/li>\n
      • The Estimate’s taxes are carried over.<\/li>\n<\/ul>\n

        When Is the Field Read-Only?<\/h2>\n

        When you edit a Cost Sheet whose status is Linked to a Contract<\/strong>, you can’t change the Estimate.<\/p>\n

        The Order in Which You Select Fields and Its Effect<\/h2>\n\n\n\n\n\n
        You Select First<\/th>\nResult<\/th>\n<\/tr>\n
        Project or Bid<\/td>\nThe Estimate<\/strong> list is limited to its Estimates, and the Client is filled in and locked.<\/td>\n<\/tr>\n
        Client<\/td>\nThe link lists and Estimate<\/strong> are limited to the Client’s records.<\/td>\n<\/tr>\n
        Estimate<\/td>\nThe Client is filled in and locked, and the link is filled in with the Estimate’s Project or Bid (the Project if it is linked to both).<\/td>\n<\/tr>\n<\/table>\n

        Branches and Permissions<\/h2>\n
          \n
        • When Branches<\/strong> is applied, the list shows the Estimates of the current Branch.<\/li>\n
        • Estimates appear according to your permission on Estimates: all of them with View All Construction Quotations<\/strong>, or only your own with View His Own Construction Quotations<\/strong>.<\/li>\n<\/ul>\n

          Field Properties<\/h2>\n\n\n\n\n\n\n\n\n
          Property<\/th>\nValue<\/th>\n<\/tr>\n
          Required<\/td>\nOptional.<\/td>\n<\/tr>\n
          Placeholder Text<\/td>\nSelect<\/strong>.<\/td>\n<\/tr>\n
          Fixed Option<\/td>\nNone<\/strong> to leave the contract without an Estimate.<\/td>\n<\/tr>\n
          Offers shown<\/td>\nOnly Offers with the status approved<\/strong>; when editing a contract, the Offer linked to it also appears (its status is Linked to a Contract<\/strong>).<\/td>\n<\/tr>\n
          Restriction<\/td>\nIf you select a Project, only its Offers appear; if you select a Client, only that Client’s Offers appear; without a Project, standalone Offers and Offers linked to Projects that have no contract appear.<\/td>\n<\/tr>\n
          Locking<\/td>\nThe field becomes disabled after the contract is activated.<\/td>\n<\/tr>\n<\/table>\n

          The Effect of the Selection<\/h2>\n
            \n
          • The Client<\/strong> is filled in from the Offer and becomes disabled.<\/li>\n
          • If the Offer is linked to a Project, the Project<\/strong> is filled in and becomes disabled.<\/li>\n
          • The duration, the start and end dates, and the bill of quantities are filled in from the Offer, and they take precedence over the Project’s dates.<\/li>\n<\/ul>\n

            Validation When Saving<\/h2>\n

            When you save, the system checks that the selected Offer is still approved<\/strong> (or that it is this contract’s own Offer). If its status changes between opening the form and saving, the save is rejected.<\/p>\n

            Contract Form Fields<\/h2>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
            Field<\/th>\nRequired<\/th>\nDefault \/ Notes<\/th>\n<\/tr>\n
            Agreement Title<\/strong><\/td>\nRequired<\/td>\nUp to 255 characters.<\/td>\n<\/tr>\n
            Contract No<\/td>\nRequired<\/td>\nGenerated automatically.<\/td>\n<\/tr>\n
            Project<\/td>\nOptional<\/td>\nNew Projects that do not have a contract; one Project per contract.<\/td>\n<\/tr>\n
            Client<\/td>\nRequired<\/td>\nActive Clients; the field is locked if the Client comes from the Project or the Quotation.<\/td>\n<\/tr>\n
            Quotation<\/strong><\/td>\nOptional<\/td>\nApproved Quotations only; None<\/strong> to leave it unlinked.<\/td>\n<\/tr>\n
            Duration<\/td>\nOptional<\/td>\nA whole number of 1 or more with the Unit (Months by default).<\/td>\n<\/tr>\n
            Start Date \/ Expiry Date<\/td>\nOptional<\/td>\nThe end date must be after the start date.<\/td>\n<\/tr>\n
            Contract value<\/td>\nRequired<\/td>\nWith the Currency (required when creating).<\/td>\n<\/tr>\n
            Retention<\/strong><\/td>\nOptional<\/td>\nPercent; locked after activation.<\/td>\n<\/tr>\n
            Advance Deposit amount \/ recovery plan<\/td>\nOptional<\/td>\nPercent by default, or a fixed amount.<\/td>\n<\/tr>\n
            Tax 1 \/ Tax 2<\/td>\nOptional<\/td>\nBy default, set Per Item for each work item.<\/td>\n<\/tr>\n
            Description and Attachments<\/td>\nOptional<\/td>\nEach Attachment can be up to 25 MB.<\/td>\n<\/tr>\n<\/table>\n

            Contract Statuses and What They Allow<\/h2>\n

            After the first activation, the Currency, Quotation<\/strong>, Retention<\/strong>, Advance Deposit, recovery plan, and Taxes are locked, a Cost center is created for the contract under the Project, and the contract cannot be returned to Draft.<\/p>\n\n\n\n\n\n\n
            Status<\/th>\nEdit<\/th>\nDelete<\/th>\nProgress Billings<\/th>\nChange Quotation<\/th>\n<\/tr>\n
            Draft<\/strong><\/td>\nYes<\/td>\nYes<\/td>\nNo<\/td>\nYes<\/td>\n<\/tr>\n
            Issued<\/strong><\/td>\nYes<\/td>\nYes<\/td>\nNo<\/td>\nYes<\/td>\n<\/tr>\n
            Active<\/strong><\/td>\nYes, except the Financial Details<\/td>\nNo<\/td>\nYes<\/td>\nNo<\/td>\n<\/tr>\n
            Closed<\/strong> \/ Canceled<\/strong><\/td>\nNo<\/td>\nNo<\/td>\nNo<\/td>\nNo<\/td>\n<\/tr>\n<\/table>\n

            Error Messages and Solutions<\/h2>\n\n\n\n\n\n
            Message<\/th>\nReason<\/th>\nSolution<\/th>\n<\/tr>\n
            The selected value is invalid.<\/strong><\/td>\nThe selected Quotation is no longer approved (it was rejected or linked to another contract) or it was deleted.<\/td>\nSelect another approved Quotation or None<\/strong>.<\/td>\n<\/tr>\n
            The :attribute field is not allowed.<\/strong> (appears with the field name)<\/td>\nYou tried to change the Quotation, Currency, Retention, Advance Deposit, or recovery plan after the contract was activated.<\/td>\nThis information is locked after activation.<\/td>\n<\/tr>\n
            The Project is linked to an existing contract. You cannot add more than one contract to a Project!<\/strong><\/td>\nThe selected Project already has a contract.<\/td>\nSelect another Project.<\/td>\n<\/tr>\n<\/table>\n
            🛈<\/span><\/p>\n

            Note:<\/strong> The Report stated that search was removed and that each status has its own empty message; in the code, the search box still exists, and an empty list displays one general message.<\/p>\n<\/div>\n

            Frequently Asked Questions<\/h2>\n

            Why does a certain Quotation not appear in the list?<\/h3>\n

            Because it is linked to another Cost Sheet, to a contract, or to a Project\/tender\/Client other than the one you selected.<\/p>\n

            How do I remove the Quotation link?<\/h3>\n

            Select None<\/strong> at the top of the list.<\/p>\n

            Why is the field disabled when editing?<\/h3>\n

            Because the sheet is linked to a contract<\/strong>.<\/p>\n

            Can I link a tender Quotation to a Cost Sheet that is linked to a Project?<\/h3>\n

            No, the list is limited to the selected Project’s Quotations.<\/p>\n

            Why did the Client change automatically?<\/h3>\n

            Because selecting the Quotation fills in the Client from the Quotation and locks it.<\/p>\n

            Does the Quotation change when it is linked to the sheet?<\/h3>\n

            The sheet becomes the Cost Sheet linked to the Quotation, and the Quotation appears on the sheet’s Page.<\/p>\n

            Can I link a Cost Sheet to more than one Quotation from this field?<\/h3>\n

            The field links one Quotation; you can track all the Quotations linked to the sheet from its Page.<\/p>\n

            Does the field appear in the duplicate form?<\/h3>\n

            Yes, the same as when adding.<\/p>\n

            Why does the Quotation not appear in the contract list?<\/h3>\n

            Because it is not approved<\/strong>, or it is linked to a Project other than the selected one, or to another Client.<\/p>\n

            Why is the field disabled?<\/h3>\n

            Because the contract has been activated.<\/p>\n

            What happens if I select **None**?<\/h3>\n

            No Quotation is linked, and you enter the bill of quantities manually.<\/p>\n

            Does the Quotation’s status change when it is linked?<\/h3>\n

            Yes, it becomes Linked to a contract<\/strong>.<\/p>\n

            Which takes precedence: the Project dates or the Quotation dates?<\/h3>\n

            The Quotation dates.<\/p>\n

            Can I link a Quotation that is linked to a tender?<\/h3>\n

            No; standalone Quotations and Quotations for Projects that do not have a contract appear.<\/p>\n

            Does the Field show other Clients’ offers?<\/h3>\n

            If you select a Client, it does not.<\/p>\n<\/div>\n","protected":false},"author":39,"featured_media":0,"template":"","categories":[2070,15599,16356],"tags":[],"class_list":["post-158492","tutorial","type-tutorial","status-publish","hentry","category-operations","category-construction","category-cost-sheets"],"yoast_head":"\nEstimate Field in the Cost Sheet and Construction Contract Forms - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/estimate-field-cost-sheet-construction-contract\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Estimate Field in the Cost Sheet and Construction Contract Forms - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"The Estimate field in the Cost Sheet form links the sheet to a Construction Quotation. 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