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Merge Estimates


To merge estimates in a project's Estimating tool.


After creating multiple estimates and variations for a project, you may want to combine them into one estimate. The merge feature in the Estimating tool allows you to combine the group items of multiple estimates into a new estimate.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions to the project's Estimating tool.
  • Additional Information:
    • This feature is only available when there is more than one estimate in the project. 


  1. Navigate to the project's Estimating tool on
  2. At the bottom of the screen, find the estimate or variation that you want to merge into a new estimate.
  3. Click the vertical ellipsis icon-ellipsis-vertical.pngicon on the original estimate.estimating-merge.png
  4. Click Merge With Another Estimate.
  5. Mark the tickbox next to any estimates or variations that you want to merge the original estimate with.
  6. Enter a name for the new estimate.
  7. Click Merge To New.
    This automatically merges data from the selected estimates or variations into a new estimate.