Using an existing estimate to start a new estimate

To use an existing estimate to start a new estimate:

1. Click File menu > Copy Estimate to open the Copy Estimate window .

2. 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.

3. 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 iin the specified estimate database.

4. 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.

5. 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.
6. 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.

7. Click [OK].

   Sage Estimating creates the estimate and opens the Estimate Information window.

8. 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.

9. When you finish entering information about the estimate, click [OK].

Tip: If you need to change the estimate information later, click Estimate Information on the Home tab (Takeoff menu in classic view), make the changes, and then click [OK].

Published: July 07, 2017
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