Create a Library of Inclusions and Exclusions

Creating a library of standard inclusions and exclusions saves time by allowing you to select frequently used text instead of typing it manually for every estimate. You can also set specific items to appear on all project estimates by default, ensuring consistency across your documentation and reducing the risk of omitting important scope details.

• Required User Permissions:

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

• Additional Information:

  • The library is accessible from the 'Notes' section of any estimate.

  • Setting an item to "Default" ensures it is automatically included in new project estimates.

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. In the 'Notes' section, click the arrow icon to expand the section.

4. Click Browse Library under the Included or Excluded sections.

5. Click New Inclusions or New Exclusions.

6. Enter a Name and Content.

7. Click Confirm.