SQL Estimating - Use Template Estimates

TUG Tip -- Sage Estimating

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:

• Takeoff items and assign WBS codes and locations
  
• Delete the items from the estimate
• Set up the addons and cover page information
• Takeoff any items that stay the same
• To create a new estimate, select File > Duplicate Estimate (rather than New Estimate) and copy the template estimate. Or you can Manage Estimate to Duplicate your template Estimate, just right click on your template estimate and Duplicate
• 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.