Customizing Estimated Costs

As an administrator, you can customize how the Planning Activities feature works, for example by choosing whether users enter estimated costs as quarterly or total amounts.

Change Estimated Costs Options

To configure Estimated Costs options, follow these steps:

1. In Uptempo, click Activities in the navigation menu.

2. Click Settings:

   

   The Activity Configuration page opens.

3. In the navigation menu, click Estimated Costs (in the Measures section):

   

4. Use the settings under Estimated Costs Configuration to customize how the Estimated Costs feature works in your Uptempo instance.

   Note: See the section Configuration Options for details on how to configure these settings.

5. Click Save to apply your changes.

   A notification is displayed to confirm that your changes have been applied.

You have successfully configured Estimated Costs options.

Configuration Options

The following options are available:

Setting Name	Description	Available Options
Default Date Range	Defines the date range to be used by default for estimated costs on activities that do not have in-market dates set.	This Year: Sets the default date range to the current calendar year. Next Year: Sets the default date range to the next calendar year.
Input Format	Sets how estimated cost amounts are entered and displayed.	Total: Enter a single amount for the entire date range. Quarterly: Enter separate amounts for each quarter in the date range.