Can I create a Costbook from one of my Estimates?

Yes! Costbooks can be created from any existing OnCost Estimate, Opportunity Estimate, or Estimate Template. To create a Costbook from an existing estimate, use the following instructions: 

1. Navigate to the desired Estimate and locate the "Costbook Options" section of the Estimate Sidebar.
2. Within the "Costbook Options" section, click the "Create Costbook From Estimate" button.
3. Within the "Create New Costbook from Estimate" window, select:
   1. Estimate - By default, the current Estimate is selected in this field. All Estimates and Estimate Templates appear within the dropdown menu. 
   2. Costbook Name - By default the Costbook Name is set to "[Estimate Name] Estimate Costbook", but this can be modified. 
   3. Then, select from the following additional options: 
      
      ☑️ Auto-generate costbook links for items in the selected estimate 
      ⬜ Overwrite existing costbook item and assembly links 
4. Upon completion, the new Costbook will appear within your Company Costbooks. 

Click here for more frequently asked questions (FAQs) regarding ConstructionOnline's Items Database & Costbooks.