| | Using an existing estimate to start a new estimate (SQL) |
| Resolution | To use an existing estimate to start a new estimate:- Click File menu > Copy Estimate to open the Copy Estimate window.
- Beside the Source estimate box, click the [Browse] button, and then navigate to and select the estimate you want to copy.
Note: Sage Estimating creates and stores your new estimate in the same SQL Server instance and estimate database as the original source estimate. - Beside the Target branch box, click the [Browse] button, and then navigate to and select the location to display your new estimate in the Estimate Catalog.
- Example: If you want to display estimates by location and project name and you are creating a new estimate for the "building electrical" project at City Hall, select the City Hall branch from the list, or browse to it.
- Note: The branch is displayed for organizational purposes only. All estimates are stored on the same level in the specified estimate database.
- In the New estimate box of the Copy Estimate window, type the name of the new estimate you want to create.
Note: If the new estimate is located on the same branch as the existing estimate, type a unique name for the estimate. - Do you want the new estimate to use the quantities and amounts from the estimate you are copying?
- Yes. Clear the Clear quantities and amounts check box.
- No. Select the Clear quantities and amounts check box.
- Do you want the new estimate to use the same view and edit access as the estimate you are copying?
- Yes. Clear the Restrict view/edit access to you and administrators check box.
- No. Select the Restrict view/edit access to you and administrators check box.
- Click [OK].
Sage Estimating creates the estimate and opens the Estimate Information window. - Complete the fields on the tabs. At a minimum, you need to complete the Project name field. The Job size field is not required, but we recommend filling it in.
To display help for a field, select the field, and then press F1. - When you finish entering information about the estimate, click [OK].
[BCB:164:Chat Estimating US:ECB]
|
|