Add an Estimate

  1. Navigate to the Bid Board or Portfolio Planning tool and select the project.
    OR
    Navigate to the project's Estimating tool.

  2. The Estimating tool opens to the Takeoff tab. From here, you can enter your takeoff data or switch to the Estimating tab. See Add Takeoffs.

  3. Click the Estimating tab.

  4. Click the estimate selection menu.

    Estimate Selection Menu

  5. IDo one of the following:

    1. If you want to use an existing estimate, click Copy Selected Estimate.

    2. If you want to create a completely new estimate, click Create Empty Estimate.

  6. Click the vertical ellipsis Icon Ellipsis Verticalicon.

    Estimating interface screen with navigation tabs, search bar, and an orange arrow pointing to menu options.

  7. Toggle ON Icon Blue Toggle On Esticom Flexible Table Layout.
    Note: Flexible Table Layout must be turned on to use the Bidding and Estimating Integration.

  8. See the sections below for available options:

Add 3D Takeoffs from Models
Create a Bid Package