Creating Estimates
- Chris Phillips
There are several ways you can add a new estimate. You can start one from scratch, copy an existing estimate, or start a new estimate from a saved template.
Add a New Estimate
Navigate to the Estimates form on the main ribbon menu.
Right click any project in the Project/Estimate list.
Select Add New Estimate from the pop-up context menu.
Click the down arrow on the right-hand side of the Project field.
Choose the project for which you want to create a new estimate.
If desired, change the status from the default.
The assigned Estimator will auto populate from the user logged-in to Crows Nest. Change if the person being assigned to the estimate is different.
Give your newly created estimate a name/description.
Click OK.
You are now ready to begin modifying your estimate by adding groups to your takeoff, then adding products to your groups.
Add a New Estimate from a Template
Navigate to the Estimates form on the main ribbon menu.
Right click any project in the Project/Estimate list.
Select Add New Estimate from the pop-up context menu.
Select a source template from the Source Template list on the left-hand side of the panel (e.g., “Default Estimating Template” from Project 100 titled “Estimating Template”.
Select the Project you are associating the estimate with.
If desired, change the status from the default.
The assigned Estimator will auto populate from the user logged-in to Crows Nest. Change if the person being assigned to the estimate is different.
Give your newly created estimate a name/description.
Click OK.
Click here to learn how to add a template to the Source Template list.
Copy Existing Estimate
You can copy an estimate in its entirety from one project to another in much the same fashion as creating a new estimate from a template. This option allows you to specify the project you’re copying from, and if there are multiple bids, which bid you want to copy.
Navigate to the Estimates form on the main ribbon menu.
Right click any project in the Project/Estimate list.
Select Add New Estimate from the pop-up context menu.
Choose a project that you want copy from.
Click OK.
If more than one bid exists, choose which bid you wish to copy.
Select the Project you are associating the estimate with.
If desired, change the status from the default.
The assigned Estimator will auto populate from the user logged-in to Crows Nest. Change if the person being assigned to the estimate is different.
Give your newly created estimate a name/description.
Click OK.