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How to Create a Draft Pay Estimate in Pegasus:

Copyright (c) 2023, Intercom, Inc. ( [email protected]) with Reserved Font Name "Montserrat". This Font Software is licensed under the SIL Open Font License, Version 1.1.Copyright (c) 2023, Intercom, Inc. ( [email protected]) with Reserved Font Name "Inter". This Font Software is licensed under the SIL Open Font License, Version 1.1. Table of contents How to Create a Pay Estimate

How to Create Draft Pay Estimates & Applications

Updated over 2 years ago Table of contents

Select your project and navigate to the Payments page.

Select the Create button.

From the side blade widget, Enter the Start Date and End Date.

Enter Retainage % and/or Released Retainage for this Pay Estimate period (Learn more about Retainage and Releasing Retainage here).

Select the Save button.

Your Draft Pay Estimate will now display in the grid.

The grid will display the Payment Date Range, Status, Created By, Estimate Total, and Retainage Total.

Select the record to Open the Pay Estimate / Application from the side blade widget.

What's Next?

Setting Retainage for your Pay Estimate

Releasing Retainage Amount in the Pay Estimate

Making Adjustments to the Pay Estimate

Understanding Pending Reports in a Pay Period

Related Articles Retainage Overrides for the Pay Estimate Releasing Retainage in the Pay Estimate Approving Payments and What It Does Making Estimate Adjustments to Pay Items Pay Estimate & Pay Application Overview Did this answer your question?😞😐😃