Estimating - Tutorials

Overview Add and Manage Internal Notes in a Tender Board Project Add and Manage Tasks in a Tender Board Project Respond to a Tender from the Tender Board Documents Delete Documents from a Tender Board Project Download Documents from a Tender Board Project Upload Documents to a Tender Board Project Settings Configure Default Estimating Settings Configure Settings: Estimating Cost Catalogue Activate or Deactivate Cost Catalog Items Add Items to a Cost Catalog Add Items to a Cost Catalogue from Estimating Add a Category to the Cost Catalog Copy Cost Catalog Items Create Assemblies for a Cost Catalog Delete Cost Catalog Items Edit Cost Catalog Items Export Cost Catalog Items Import Cost Catalog Items Move Cost Catalog Items Search for and Filter Items in the Cost Catalog View the Cost Catalog

Takeoff Add 3D Model Takeoffs Add 3D Model Takeoffs Using Auto-Mapping Add Items to a Cost Catalogue from Estimating Add Takeoffs Configure Your View for Takeoffs Copy or Move a Group to Another Estimate Manage Takeoff Groups Manage Takeoffs Run Auto Count Takeoffs Run Automated Area Takeoffs Search for Model Objects in Estimating Set the Drawing Scale for Takeoffs View 3D Models in the Estimating Tool Estimating Add Inclusions and Exclusions to Estimates Add Items to a Cost Catalogue from Estimating Add a Variation for an Estimate Add an Estimate Assign a Budget Code from an Estimate in the Estimating Tool Configure Settings for an Estimate in the Estimating Tab Copy a Group to Another Project Copy or Move a Group to Another Estimate Create a Main Contract from an Estimate Create a Purchase Order from an Estimate Edit an Estimate Manage Inclusion and Exclusion Libraries for Estimates Merge Estimates Send a Variation to the Change Events Tool Send an Estimate to the Budget View an Estimate Proposal Create and Edit Proposal Templates Edit a Proposal with the Proposal Builder Export a Proposal Generate a Proposal