Add a trip

  1. On the Estimates page, select a PBS element.
  2. Above the grid, click Add > Add Trip.
  3. Under Properties, enter a unique trip name.
  4. Select a destination from the travel rate table.
  5. Select the resource that is associated with the destination.
  6. Select an indirect pool for the resource (Optional).
  7. Enter values in any external resource fields and custom resource fields.
  8. Under Travel Expenses, change the resource, indirect pool, or resource field values for individual expenses (Optional).
  9. Click Create.

Reuse a trip

  1. On the Estimates page, select a PBS element.
  2. Above the grid, click Add > Add Trip.
  3. Click Use Existing.
  4. Select a trip from the same PBS element or a different one. EstimatorFLEX will fill in the rest of the form with the existing trip's information.
  5. Click Create.

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