Create project from estimate

Here's how to create a new project from an estimate in FreeAgent.

Open the estimate under Work > Estimates, then click the grey More button at the top right, and choose Create Project from Estimate.

Enter the details of your project.

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

Put in a default billing rate for tasks on this project.

Tick the box at the bottom if you want to mark the estimate as approved.

Finally, click Create to save your project.

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.