An estimate is a more high level breakdown of cost/line items. Estimates are created and edited in the Estimates window. Each estimate is linked to a project and each project can have one or more estimates. In addition, users can generate estimate revisions with the click of a button. A revision is a complete copy of an estimate that can then be modified, leaving the original version unchanged. Multiple revisions can be generated, allowing for what-if estimating while retaining estimate development history.
Click to add items from the Items catalog that is found in the Planning>Setup>Items menu. The items catalog will open. Drag items and/or folders from the tree on the left hand side to the grid located on the right hand side. Click Save and Close to add the items to the estimate.
Click to add an assembly from the assemblies tree that is found in the Planning>Setup>Assemblies menu. Select the Assembly you wish to include, enter a Quantity for the assembly, Click on calculate to generate a total cost for the assembly. Click Save and Close to add the calculated assembly to the estimate.
Click to export the estimate to an Excel spreadsheet. Usefull when editing large amounts of data. The spreadsheet can be pasted back in to the estimate after editing.
