Create a New Estimate

CONSTRUCTIONONLINE - CREATE A NEW ESTIMATE

OBJECTIVE

To create a new Estimate in ConstructionOnline

BACKGROUND

ConstructionOnline provides the most powerful cloud-based estimating in the industry, giving users the ability to manage their project financials from proposal generation through final invoicing.

THINGS TO CONSIDER

  • Estimates must be associated with a project in ConstructionOnline
  • There are two estimate formats: Standard and 5-Column
  • Selections and Change Orders are accessible from an Estimate and will factor into the Estimate figures

STEPS TO CREATE A NEW ESTIMATE

  1. Click Estimating on the left sidebar
  2. Click the green + New Estimate button in the upper right to launch the Create New Estimate modal.
  3. From the modal, select a related project or template, enter an estimate name, select the estimate type, or import from Excel
  4. Click Save to finish creating the Estimate

VIDEO

RELATED TOPICS

  • Create an Estimate Template

SUPPORT

For additional information about Estimating, contact UDA Technologies at 800-700-8321.