Set Defaults within an Estimate

OBJECTIVE

To set Item Defaults for a 3-Level Estimate or Subcategory Defaults for 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 DEFAULTS WITHIN 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. Hover over Estimate Options then select Estimate Options from the dropdown
    1. This will open the Estimate Options window
  5. Choose the Item/Subcategory Defaults tab
  6. Select the desired defaults for Unit, Classification, Status, Markup Type, and Tax Type from the dropdown menus
  7. Click Save

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