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. Do 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. See the sections below for available options:

Add 3D Takeoffs from Models
Create a Bid Package from the Estimate