Create a 3-Level Estimate

OBJECTIVE

To create a new 3-Level 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 Cost Calculation Methods for Estimates: Standard and 5-Column
  • Selections and Change Orders are shown in the Estimate, and will factor into the Project Total once Approved.
  • Company Users assigned to the Project must have permission to be able to create, edit, or delete an Estimate.

STEPS TO CREATE A 3-LEVEL ESTIMATE

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
     
    1. This will automatically open the Estimating category
  3. Locate the Create a Blank Estimate box
  4. Click the Create Estimate button 
    1. Fill out Steps 1-4 in the window
  5. Step 1: Enter the Estimate Name & assign a Cost Code list
  6. Step 2: Choose Advanced (3-Level)
  7. Step 3: Select the Standard or 5-Column Calculation Method
  8. Step 4: Choose the Tax Method, Settings, Types, & Rates to be applied
  9. Click Save
    1. The new Estimate will automatically open

You can create an Estimate anywhere in the Financials category by clicking the green +New button to the top right of the Left Sidebar.

HAVE MORE QUESTIONS?

We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.