Estimate Instructions

1. From the [Project] Dashboard, right click in the white space in the upper panel, select Add > Estimate or select Add > Estimate from the ribbon above.  

2. Enter the Project Name and Project Number. 

There are two naming conventions to be used for new projects.  Please select one of the links below depending on whether the project is in Salesforce or not.

3. Check the [Copy Dates and Duration from Project] box to carry the project dates into the estimate.  Unchecking this box allows you to have different dates for the project than the estimate.  (example:  Project is 2 years in duration, however, the estimate is only 14 months). 

4. If LiveCount is enabled in your settings and you wish to use the application, check the [Link LiveCount] checkbox.

6. Check the appropriate check boxes for the information that you would like to retain from the template or past estimate. 

7. Select “OK”  

 Note: 

• 1. The template name will be displayed in the address bar. 

  2. Be sure to check or uncheck the “Takeoff and Extension” checkbox as required.  Typically, this box would be unchecked except when you want to bring in the audit trail from a previous estimate. 

  3. Templates do not have takeoff; however, it is a good practice to uncheck this box in the event someone has performed takeoff in one of the Faith templates. 

  4. Templates within the “Templates” folder are populated with designations, specifications, takeoff pads and closeout information which can be used as a starting point for your estimate.