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.

Select the relevant estimate.

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

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.

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

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