Add an Alternate Estimate

Alternate estimates allow you to explore different project scenarios, like varying material or labor costs, without affecting your primary budget. Alternates help you compare financial outcomes and see a complete picture of potential costs. This feature also streamlines collaboration by allowing two people to work on separate estimates before merging them into the primary estimate.

• Required User Permissions:

  • Standard' or 'Admin' level permissions on the project's Estimating tool.

• Additional Information:

  • Primary estimates appear with a green icon.

  • Alternate estimates included in the primary estimate appear with a blue icon.

  • Alternate estimates not included in the primary estimate appear with an empty circle icon.

  • Once you include an alternate, new settings for alternate totals and items appear in the primary estimate.

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

2. Click the Estimating tab.

3. Click the Add icon at the bottom.

4. Do one of the following:

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

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

5. See the articles below for available options:

   • Configure Estimate Table Settings

   • Add Adjustments to an Estimate

   • Add Inclusions and Exclusions to Estimates

   • Create a New Estimate Group

   • Add Cost Catalog Items to an Estimate

   • Add Notes to an Estimate

   • Export a Bill of Materials

   • Import a Bill of Materials

   • Bulk Update A Bill of Materials

   • Confirm Estimate Summary Items