Edit an Estimate Template

OBJECTIVE

To edit an Estimate Template in ConstructionOnline

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 EDIT AN ESTIMATE TEMPLATE

1. Navigate to Company Overview via the Left Sidebar
   
2. Select the Financials tab
   
3. Choose the Estimate Templates category
   
4. Right-click on the desired Estimate Template
5. Select Manage Template Contents from the dropdown menu 
   1. This will open the Estimate Template
6. Make desired changes
   1. Changes are automatically saved

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) regarding OnCost Estimating can be found in the FAQ: Estimating article. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.