Requirements come from the customer and define the customer's needs and wants. To fulfill these requirements your company must provide some deliverables or tasks, do some work.  Resources, such as labor, material, travel and other direct costs, are needed to complete this work. Viewing an estimate this way is more structured, and leads to more insight, resulting in more accurately estimated costs.

Click on the WORK tab once you feel comfortable that you understand the customer's requirements to view any WBS or tasks defined in the proposal and to further break-down the work packages or deliverables required of this BOE WBS.

1. The WBS, proposal, total design to cost and total cost estimated so far are displayed at the top of all estimating tabs. Click the button or link in the top-right corner to collapse the information at the top
2. Describe your estimate especially your assumptions in the text box provided. This is very important especially when estimates are based on level or effort or from a project plan ("engineering guesstimates" in other words)
3. Upload any supporting documentation behind your estimate such as spreadsheets by clicking this link
4. Check the boxes which apply to the kinds of estimate this specific BOE-WBS contains. This is normally set up in the proposal WBS, however you can further edit it here. As you check one of the boxes, a new tab corresponding to that box will appear, and vice-versa. For example if you check "Travel & Expense" then the TRAVEL tab will appear as highlighted below
5. Specify whether you have done similar work before which you can copy, either from another proposal estimate, from a template WBS or not at all

5. If you select the option to copy previous similar work from a proposal or from a template then you will see fields where you must specify the proposal and the estimating BOE-WBS you want to copy, either showing a list of actual proposals and estimates, or of template proposals and estimates, accordingly

1. Enter or select the proposal you want to copy from
2. Enter or select the BOE-WBS you want to copy
3. Click the copy button
4. Confirm the popup selecting whether you want the copied tasks to replace (remove existing work) or add to existing tasks in your estimate

Once you confirm this popup the tasks and WBS elements of the selected estimate to copy will appear in the list of WBS-task deliverables below. The image below also has the header information collapsed.  To manually add task deliverables or even WBS elements below your BOE do the following:

1. Click on the gear button and select "Add task" or "Add task sub-node" to add a new task. WBS elements are added in the proposal app
   • Adding a task inserts it under the other tasks for the same parent WBS
   • Adding a task sub-node inserts it under the current row
2. Enter the description for each task or deliverable. You can drag rows up and down to change the structure of WBS elements and tasks in your estimate
   • Best practice is to define higher level nodes as WBS elements and the lowest level node as a task, and to assign resources mostly to tasks. This is how Primavera works, even though this application is flexible and allows you to assign tasks under tasks, and resources to a WBS element
3. If the deliverable is a WBS not a task then uncheck this box, noting the best-practice above about WBS elements being above tasks
4. Mouse over any of the headers and select "Columns" from the menu to add more columns. Information such as the type, remarks, activity code and design to cost vs. estimated cost for each task or WBS is available
5. Use the gear menu to save your view and the download button to download the deliverables to Excel
6. Click on the bubble to enter remarks specifically for the lower level task or deliverable

Resources can be assigned in the LABOR tab to either task or WBS.