Rename an Estimate

OBJECTIVE

To rename 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.

STEPS TO RENAME 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 Rename Estimate
    1. The Estimate name will become highlighted in a text box
  5. Enter the new name of the Estimate
  6. Click Save

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