Manage inclusions and exclusions

This page will help you create and manage inclusions and exclusions in your estimates and contracts.

Inclusions and exclusions are important in estimates, contracts, and project proposals. They help to define what is clearly and isn't covered in a project

Instructions

To create new inclusions and exclusions:

1. Navigate to Settings > Other > Inclusions and Exclusions from the left menu.
   
   

2. Click on New Inclusion/Exclusion.
3. Complete the following fields:

• • Type: Select either Inclusion or Exclusion.
  • Name: Enter the name of the inclusion or exclusion.
  • Details: Provide additional details if needed.
  • Add by Default: Toggle this option if you want the inclusion or exclusion to be automatically added to every estimate.

4. Click Save to complete the process.

Edit inclusion and exclusions

To modify any inclusion or exclusion:

1. Navigate to Settings > Other > Inclusions and Exclusions from the left menu.

2. Go to Actions and click the edit button, then select Save.

3.  Click the delete icon in the Actions column to remove an inclusion or exclusion.

4.  Confirm the deletion by selecting Yes when prompted. 


What's next?

Keep exploring our platform by taking the next step: Manage your payroll period and overtime rules page.