- Knowledge Base
- Financials
- Estimating
Edit an Estimate
OBJECTIVE
To edit 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
- 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 EDIT AN ESTIMATE
- Navigate to the desired Project via the Left Sidebar
- Select the Financials Tab
- This will automatically open the Estimating category
- Click on the desired cell & make your edits
- Changes are automatically saved
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.