Estimates Resource Center

Getting Started

• Getting Started Guide

Creating Estimates

• Add Estimate - Manually
• Add Estimate - From Microsoft Excel Import Template
• Add Estimate - Copy Method
• Estimate Properties Form
• Navigation And Views

Categorizing Estimate Items Using Cost Codes and Locations

• Cost Codes
• Locations

Add Estimate Cost Line Items

• Add Items Manually
• Add Items From A Cost Database
• Import Items From Another Estimate

Estimate Item Types

• Labor Items
• Equipment Items
• Crews
• Manually Entered Items and Work Items
• Assemblies

Digitizer Integration to Update Item Quantities

• Stratosphere Integration Overview

Estimate Markups

• Global Markups
• Global Markup Templates
• Adjustments (Cuts and Adds)

Estimate Request for Pricing (RFP) Packages

• RFP Package Details
• Bid Alerts and Calendar
• Emailing Overview
• Collaboration via TeamLink Portal

Estimate Scope - Inclusions, Exclusions and Clarifications

• Estimate Scope
• Cost Code Scope

Other

• Settings - Default Numbering
• Master Cost Codes
• Calculating The Estimate And Printing The Proposal
• Online File Management

Related Training Videos

• Estimating Videos
• Custom Report Videos