Create a project from an estimate

This article explains how to create a new project from an estimate in FreeAgent.

1. Navigate to the estimate

Navigate to the 'Work' tab at the top of the screen and select 'Estimates' from the drop down menu.

Estimates highlighted within Work drop-down menu

Select the relevant estimate.

Estimates area with reference numbers highlighted

Navigate to the 'More' button and select 'Create Project from Estimate' from the drop-down menu.

Example estimate with 'Create Project from Estimate' highlighted

2. Enter the details of your project

Enter the name of the project and choose whether you want to convert the items on the estimate to tasks on the project, or create your own tasks.

Enter a default billing rate for tasks on this project and tick the box at the bottom if you want to mark the estimate as approved.

Select 'Create Project' to complete the process.

window to enter project details

FreeAgent will then take you to the Projects screen for this project.

Newly created project showing in Projects area

You can see on the 'Tasks' tab that the items from the estimate have been included as tasks.

Tasks tab of the newly created project with estimate details showing as tasks

Next steps?

You can now go ahead and start adding tasks, adding expenses or mileage, and invoicing your customers for the work you've done on a project.

Did you find this article useful?