Labor rates in an estimate of record (Locked Estimate) cannot be changed. However, labor rates can be changed in a preliminary supplement after an estimate has been locked. Labor rate changes in the preliminary supplement are applied to all lines in the current estimate. The revised amount is displayed in the preliminary supplement.
To apply rates retroactively- method 1
- Open the workfile, and then create a supplement from the Estimate tab > Lines tab.
- Select the Rates tab.
- Change the rate in the Current $ column for the labor charge category.
- Select Apply Rates Retroactively in the toolbar.
- Click OK from the confirmation pop-up.
- Select Save or Save and Close from the toolbar.
To apply rates retroactively- method 2
- Open the workfile, create a supplement from the Estimate tab > Lines tab.
- Select the Update Rates and Rules button on the toolbar. The Update Rates and Rules dialog box opens.
- Select the profile from the list.
- Click OK.
- Select the Apply labor rates retroactively option.
- Click Yes to overwrite the existing rates in the preliminary supplement. The new rates and rules are applied to the workfile.
- Select Save or Save and Close.
Note: The message Estimate Rates were changed may appear. You may utilize estimate notes to document the reason(s) for this change.
Sales Tax
NOTE: Tax types cannot be changed after estimate is locked.
If Sales Tax was not enabled/applied on the original estimate before the file was locked, CCC Estimating will NOT allow sales tax to be applied on the locked estimate of record.
To apply tax to a locked estimate, you will need to add a manual line for the tax amount.
If you are creating a supplement with additional parts, you can apply tax, as long as the Tax Rate is enabled.
*KA3067