TUG Tip of the Week - May 25, 2016

Use Template Estimates

Template estimates let you save time when you create estimates. If you have certain portions of jobs that are the same – for example: general conditions, locations, WBS codes, cover page information, addons – template estimates can save you time during setup.

To use a template estimate:

1. Takeoff items and assign WBS codes and locations
2. Delete the items from the estimate
3. Set up the addons and cover page information. Takeoff any items that stay the same
4. To create a new estimate, select File > Copy Estimate (rather than New Estimate) and copy the template estimate
5. All of your addons, cover page information and items are already set up for you. In addition, the locations and WBS values are already in the drop-down lists for you to select; you don’t have to type them again.