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

  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 on the desired cell & make your edits
    1. 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.