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Insert Costbook Items into an Estimate

OBJECTIVE

To insert Costbook Items in Estimates in ConstructionOnline.

BACKGROUND

ConstructionOnline's Items Database delivers a powerful, yet easy-to-use system for storing, tracking, and managing construction costs. With multi-level organization, ConstructionOnline's fully customizable Costbooks are flexible enough to support every company's cost structure. By centralizing construction cost information in a single database, companies can streamline estimate creation, improve estimate accuracy, and apply estimate updates. 

THINGS TO CONSIDER

  • Costbook Items must be enabled in Estimate Costbook Options for items to be inserted into the estimate. 
    • Estimate Costbook Options are project-specific, so Costbook items must be enabled per project. 
  • Company Users must have permissions to add, edit, and delete Company Costbooks.
    • Any ConstructionOnline Company User can access Company Costbook Items and insert them in an estimate.

STEPS TO INSERT COSTBOOK ITEMS INTO 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. In the Name column, begin typing the name of the item you wish to insert
    1. Items that match what's typed into the Name field will populate a dropdown list
  4. Choose the desired Costbook Item from the dropdown

You can also right-click in the Name field and select Insert From Database to add Costbook Items.

HAVE MORE QUESTIONS?

  • Frequently asked questions (FAQ) about Costbooks can be found in the article FAQ: Items Database & Costbooks. 
  • 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.