Estimating
Build and manage detailed estimates for your construction projects.
Creating OnCost™ Estimates
- Essential Guide to Building a Construction Estimate
- Create a Blank Estimate
- Create an Estimate from a Template
- Import an Estimate from Excel
- Add a New Estimate Category, Subcategory, or Item
- Set Item Defaults within an Estimate
- Understanding Company Overhead & Margin
- Set Company Overhead and Margin in an Estimate
- Markup vs. Margin
- Set Markup for an Estimate Item
- Set Classifications within an Estimate
- Set Classification Markup
- Understanding Estimate Tax Settings
- Apply Tax to an Estimate Item
- Add Resources to an Estimate
- Add Attachments to an Estimate Item
- Add a Description to a Category, Subcategory, or Item
- Add Notes to an Estimate
- Set Status within an Estimate
- Set Traffic Level of an Estimate Category, Subcategory, or Item
- Add a Cost Code to an Estimate Category, Subcategory, or Item
Working with Estimate Templates
Estimating Navigation
- Enter/Exit Full Screen Mode within a Construction Estimate
- Guide to Using the Estimating Toolbar
- Show/Hide the Estimating Toolbar
- Expand/Collapse a Category or Subcategory
- Show/Hide Empty Estimate Sections
- Understanding OnCost™ Estimating Column Views
- Change an Estimate's Column View
- Move Estimate Columns
- Show/Hide Estimate Columns
- Restore Estimate Column Defaults
Managing OnCost™ Estimates
- Manage Estimate Settings
- Edit an Estimate Category
- Edit an Estimate Subcategory
- Edit an Estimate Item
- Move Estimate Categories, Subcategories, or Items
- Copy and Paste within an Estimate
- Edit Estimate Tax Settings
- Edit Custom Estimate Units
- Delete Categories, Subcategories, or Items from an Estimate
- Rename an Estimate
- Export an Estimate to Excel
- Duplicate an Estimate
- Link an Estimate Subcategory to a Change Order
- Delete an Estimate
- Lock/Unlock an Estimate
- Duplicate an Estimate Category, Subcategory, or Item
- Adjustments vs. Change Orders
Financial Reports: Estimating
- Create an Estimate Proposal
- Create a Current Contract Summary Report
- Generate a Report from the Estimate Toolbar
- Create an Estimate vs. Actual Report
- Create a Committed vs. Actual Report
- Create an Estimate vs. Invoiced Report
- Create an Over Budget Report
- Create an Estimate Status Report
- Create an Estimate Notes Report
- Create a Request for Quote
- Create a Materials List
- Create a Purchase Order Report
- Understanding Estimate Proposal Presets
FAQ: Estimating
- Can a Project have multiple Estimates?
- Can ClientLink™ or TeamLink™ Users view an Estimate in ConstructionOnline?
- How can I print an Estimate?
- Can an Estimate have Options?
- How do I send an Estimate Proposal to a client?
- Can I add specific phrasing to my Estimate Proposal?
- What are Adjustments?
- Why aren't my Estimate's Cost Codes showing up in QuickBooks?
- Can I lock parts of an Estimate?
- Why can't I see the Categories/Subcategories/Items I'm adding to my Estimate?