Create New Cost Items in the Estimate
You can create a new cost item in the estimate. However, if you plan to use this item in future estimates, it is recommended that you add the item to the catalog rather than the estimate. All items you create in the Estimate tab are added to the end of the estimate. You will need to manually move the item or sort the estimate to change the location of the cost item.
To open a job in the Manage Estimates screen, click in the All Tasks pane. Then select the job you want to open, and click OK.
Tip:
- Multiple users can work on the same job in the Estimating tab at the same time. The last person to perform an edit function to an estimate item will have the data retained.
- Any sorts a user performs are temporary unless the job is set to Exclusive mode, which allows you to save sorts. Moving items also requires the job to be set to exclusive, or the move will be temporary.
- To turn Exclusive mode on, get all other users to close the job, then click Set Job Exclusive. Make the changes to the estimate, then turn Exclusive mode off by clicking Set Job Exclusive again.
- You can also lock a job, which not only turns on Exclusive mode, it prevents other users from editing the job. Note that all users can view a locked job. To lock a job, get all other users to close the job, then click Lock Job. To unlock a job, click Lock Job again.
- Any filters performed in the Estimate tab are only seen by the user performing the filter.
- You will see changes occur in real-time by changing tabs in the Manage Estimates screen or by refreshing the Estimate tab.
