Duplicate an Estimate

OBJECTIVE

To duplicate 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
  • Company Users assigned to the Project must have permission to be able to create, edit, or delete an Estimate.

STEPS TO DUPLICATE AN 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. Click the gray 3-Dot Action Menu at the top right of the Estimate
  4. Select Duplicate Estimate
    1. This will open the Duplicate Estimate window
  5. Select the Project or Template to duplicate the Estimate to
  6. Enter the Estimate Name
  7. Check the boxes to also duplicate Selections & Change Orders
  8. Click Duplicate

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