OBJECTIVE
To create an 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 NEW ESTIMATE
- Navigate to the desired Project via the Left Sidebar
- Select the Financials tab
- This will automatically open the Estimating category
- Choose how you'd like to create your Estimate: Create a Blank Estimate, Create from a Template, or Import from Excel
A. Create a Blank Estimate:
- Click the Create Estimate button
- Fill out Steps 1-4 in the window
- Step 1: Enter the Estimate Name & assign a Cost Code list
- Step 2: Choose either Standard (2-Level) or Advanced (3-Level) level of detail
- Step 3: Select the Standard or 5-Column Calculation Method
- Step 4: Choose the Tax Method, Settings, Types, & Rates to be applied
- Click Save
- The new Estimate will automatically open
B. Create from a Template:
- Click the Choose Template button
- This will open the Create Estimate from Template window
- Select the desired Template and enter the Estimate Name
- Click Save
- The new Estimate will automatically open
C. Import from Excel:
- Download the Excel estimate template if you haven't already
- Choose the Template Type & click Download
- Follow the instructions to enter your information in the Template and save it
- Exit Excel and return to ConstructionOnline
- Click the Import from Excel button
- Choose the Excel File to Import and enter the Estimate Name
- Fill out the Estimate information based on the Excel template
- Click Save
- 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.