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Deleting an estimate

Merging two or more estimates into one estimate

Starting a new estimate from scratch

Using an existing estimate to start a new estimate

Copying an Estimate

This topic explains how to make an exact copy of an estimate using the icons and commands in the Estimate Catalog pane.

Note:

In Estimating and the Estimating Management Console, copying an estimate makes an exact copy of an existing estimate. Duplicating an estimate copies the estimate, and it lets you:

  • Clear quantities and amounts from the original estimate.
  • Restrict access to the estimate to administrators.

To copy an existing estimate:

  1. Open the Estimate Catalog in one of the following ways:

    • In the Estimating Management Console, click [Estimates].
    • In Estimating, on the Home tab, from the Catalog group, click the Estimate icon.

  2. In the Estimate Catalog, click the estimate you want to copy.

    Tip: To move quickly from node to node in the Estimate Catalog, use the arrow keys. For example, to navigate to the previous node on the tree, press the Left arrow key or the Up arrow key. To collapse the branch, press the Left arrow key a second time.

  3. Click the Copy The Copy Estimate button you click to create a new estimate or a branch by copying the selected estimate or branch icon on the toolbar, or right-click the estimate icon, and then click [Copy ] on the shortcut menu.

    Note: You cannot copy an estimate if another user is currently using or editing it. See Locking and unlocking estimates for more information. Estimates that are not available are marked with a lock image An image of a lock, showing a locked estimate on the estimate icon in the Estimate Catalog pane.

  4. Navigate to the branch in the Estimate Catalog where you want to display your estimate.

    For example, if you want to organize estimates in the catalog 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.

    Note: The branch is displayed for organizational purposes only. All estimates are stored on the same level in the estimate database.

  5. Click the Paste the Paste Estimate button available on the Estimate Catalog toolbar icon on the toolbar, or right-click the destination folder icon, and then click [Paste] on the shortcut menu.

    The Estimating Management Console creates the estimate. You can edit the estimate details in Sage Estimating.

Tip: You can also drag and drop a copy of the estimate. To create a copy, make sure you hold down the Ctrl key while you drag and drop the estimate. If you do not hold down the Ctrl key, you will move the original estimate to the new location.