Estimates

  • Estimates Overview

      Overview Estimating the cost of upcoming projects can be difficult, especially as the scale and complexity increase. Faulty estimates can cause...

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  • Estimates Workbook

      After you create a New Estimate, it appears alphabetically on the Estimates page. Click the name of the estimate to open the Estimates Workbook ...

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  • Create an Estimate

      Overview The Create a New Estimate page is where you provide your new estimate's name, client, and start date. You may also configure financial ...

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  • Create a New Scenario

      How to Create a New Scenario Follow these steps to add a new scenario to an estimate: Click on Estimates in the left-side nav bar. On the Estim...

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  • Add a Resource to a Scenario

      How to Add a Resource to a Scenario Follow these steps to add a resource to a project scenario: Click on Estimates in the left-side nav bar. On...

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  • Create a Project from a Scenario

      How to Create a Project from a Scenario Follow these steps to create a new project from a scenario: Click on Estimates in the left-side nav bar...

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  • Clone a Scenario

      How to Clone a Scenario Follow these steps to clone a project scenario: Click on Estimates in the left-side nav bar. On the Estimates Workbook ...

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