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

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.