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

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials Tab
    1. This will automatically open to the Estimating category
  3. Locate the Classifications column in the Estimate
    1. If the Classifications column is hidden, you can choose to show the column
  4. Click into the cell in the Classifications column for the Item or Subcategory 
  5. Select the desired Classification from the dropdown menu

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