Set Status within an Estimate

OBJECTIVE

To set Status 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 STATUS 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 Status column in the Estimate
    1. If the Status column is hidden, you can choose to show the column
  4. Choose either Estimated, Firm, or Bid
    1. Changes are automatically saved

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