Adding Items Manually To An Estimate
- Within the Estimate, click the 'Estimate Items' tab at the top.
- Click the 'Add / Import' drop-down shown at the top right or click the plus sign (+) on a particular cost code section. The latter will automatically set the target cost code (see next step).
- Click the 'Add Manually' option.
- Navigate to the Target Cost Code and Location section.
- Select the Cost Code in the drop-down.
- Optional: If Locations have been enabled, select the Target Location from the drop-down.
- Enter the following information.
- Description
- Quantity
- Units
- Material (M) Cost Rate
- Labor (L) Cost Rate
- Equipment (E) Cost Rate
- Sub (S) Cost Rate
- Other (O) Cost Rate
- Optional: Alternative Cost Code from what is specified at top.
- Repeat previous step for additional items.
- Optional: If there are more than 10 items to be added, click the 'Add New Link' option below the last row.
- Click the blue 'Add' or 'Add and Close' button in the footer. The former is used if additional items will be added to the Estimate but using a different Target or Location.
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