Standard database and spreadsheet roles

Understanding Sage Estimating requires a closer look at its two main parts:

When you create an estimate, you simply copy information from the standard database into the spreadsheet (a process known as takeoff), entering dimensions and specifications as required.

The standard database and estimates are kept separate. Changes you make to the standard database do not affect existing estimates. Likewise, changes you make on the spreadsheet stay in the estimate and do not affect the standard database or other estimates.

Note: Before making changes, be sure to note where your changes will be stored. The title bar in many windows indicates whether the information showing is stored in the standard database or the estimate.