- Knowledge Base
- Financials
- Estimating
Set Classifications within an Estimate
OBJECTIVE
To set Classifications for Items in a 3-Level Estimate or Subcategories in a 2-Level Estimate.
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 SET CLASSIFICATIONS WITHIN AN ESTIMATE
- Navigate to the desired Project via the Left Sidebar
- Select the Financials tab
- This will automatically open to the Estimating category
- Locate the Classifications column in the Estimate
- If the Classifications column is hidden, you can choose to show the column
- Click into the cell in the Classifications column for the Item or Subcategory
- Select the desired Classification from the dropdown menu
HAVE MORE QUESTIONS?
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