- Knowledge Base
- Financials
- Estimating
Add Resources to an Estimate
OBJECTIVE
To add Resources to Items in a 3-Level Estimate or Subcategories in a 2-Level Estimate.
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.
STEPS TO ADD RESOURCES TO AN ESTIMATE
- Navigate to the desired Project via the Left Sidebar
- Select the Financials Tab
- This will automatically open to the Estimating category
- Locate the Resource column in the Estimate
- If the Resource column is hidden, you can choose to show the column
- Click on the desired cell in the Resource column
- This will open the Resource tab in the Details window
- Begin typing the Resource's name in the Resource field
- Choose the Resource from the dropdown menu
- Click Save
HAVE MORE QUESTIONS?
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