- Knowledge Base
- Financials
- Estimating
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
- 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 Rename Estimate
- The Estimate name will become highlighted in a text box
- Enter the new name of the Estimate
- Click Save
HAVE MORE QUESTIONS?
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