To duplicate an Estimate in ConstructionOnline
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
- Navigate to the desired Project via the Left Sidebar
- Select the Financials Tab
- This will automatically open the Estimating category
- Click the gray 3-Dot Action Menu at the top right of the Estimate
- Select Duplicate Estimate
- This will open the Duplicate Estimate window
- Select the Project or Template to duplicate the Estimate to
- Enter the Estimate Name
- Check the boxes to also duplicate Selections & Change Orders
- Click Duplicate
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.