Estimating

Creating OnCost™ Estimates

• Essential Guide to Building a Construction Estimate
• Create a Blank Estimate
• Create an Estimate from a Template
• Import an Estimate from Excel
• Add a New Estimate Category, Subcategory, or Item
• Set Item Defaults within an Estimate
• Understanding Company Overhead & Margin
• Set Company Overhead and Margin in an Estimate
• Markup vs. Margin
• Set Markup for an Estimate Item
• Set Classifications within an Estimate
• Set Classification Markup
• Understanding Estimate Tax Settings
• Apply Tax to an Estimate Item
• Add Resources to an Estimate
• Add Attachments to an Estimate Item
• Add a Description to a Category, Subcategory, or Item
• Add Notes to an Estimate
• Set Status within an Estimate
• Set Traffic Level of an Estimate Category, Subcategory, or Item
• Add a Cost Code to an Estimate Category, Subcategory, or Item

See less ▼

Working with Estimate Templates

• Create an Estimate Template
• Create a New Estimate Template from an Existing Estimate Template
• Import an Estimate Template from Excel
• Favorite an Estimate Template
• Edit an Estimate Template
• Delete an Estimate Template
• Save an Existing Estimate as a Template
• Create a Blank Estimate Template

See less ▼

Estimating Navigation

• Enter/Exit Full Screen Mode within a Construction Estimate
• Guide to Using the Estimating Toolbar
• Show/Hide the Estimating Toolbar
• Expand/Collapse a Category or Subcategory
• Show/Hide Empty Estimate Sections
• Understanding OnCost™ Estimating Column Views
• Change an Estimate's Column View
• Move Estimate Columns
• Show/Hide Estimate Columns
• Restore Estimate Column Defaults

See less ▼

Managing OnCost™ Estimates

• Manage Estimate Settings
• Edit an Estimate Category
• Edit an Estimate Subcategory
• Edit an Estimate Item
• Move Estimate Categories, Subcategories, or Items
• Copy and Paste within an Estimate
• Edit Estimate Tax Settings
• Edit Custom Estimate Units
• Delete Categories, Subcategories, or Items from an Estimate
• Rename an Estimate
• Export an Estimate to Excel
• Duplicate an Estimate
• Link an Estimate Subcategory to a Change Order
• Delete an Estimate
• Lock/Unlock an Estimate
• Duplicate an Estimate Category, Subcategory, or Item
• Adjustments vs. Change Orders

See less ▼

Financial Reports: Estimating

• Create an Estimate Proposal
• Create a Current Contract Summary Report
• Generate a Report from the Estimate Toolbar
• Create an Estimate vs. Actual Report
• Create a Committed vs. Actual Report
• Create an Estimate vs. Invoiced Report
• Create an Over Budget Report
• Create an Estimate Status Report
• Create an Estimate Notes Report
• Create a Request for Quote
• Create a Materials List
• Create a Purchase Order Report
• Understanding Estimate Proposal Presets

See less ▼

FAQ: Estimating

• Can a Project have multiple Estimates?
• Can ClientLink™ or TeamLink™ Users view an Estimate in ConstructionOnline?
• How can I print an Estimate?
• Can an Estimate have Options?
• How do I send an Estimate Proposal to a client?
• Can I add specific phrasing to my Estimate Proposal?
• What are Adjustments?
• Why aren't my Estimate's Cost Codes showing up in QuickBooks?
• Can I lock parts of an Estimate?
• Why can't I see the Categories/Subcategories/Items I'm adding to my Estimate?

See less ▼