Add an Estimate to an Opportunity

OBJECTIVE

To add an Estimate to an Opportunity in ConstructionOnline.

BACKGROUND

The purpose of Opportunities is to give you a space to build out financial requirements and retain important details for potential Projects. Opportunities offers Estimates, Selections, Invoicing, Takeoff, and more to ensure you're able to bid and win jobs without impacting your Project limit.

STEPS TO ADD AN ESTIMATE TO AN OPPORTUNITY

1. Navigate to Opportunities via the Left Sidebar
   
2. Right-click on the desired Opportunity
3. Select Manage Content from the dropdown menu
   
4. Click the Financials tab at the top left of the page
   
   1. This will open the Estimating category
5. Create an Estimate from scratch, a Template, or Import from Excel
   1. View Create an Estimate for additional information about building an Estimate.

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) about Opportunities can be found in the article FAQ: Opportunities. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for additional options.