Using an existing estimate to start a new estimate

This topic explains how to duplicate an estimate using the icons and commands in the Estimate Catalog. When you duplicate an estimate, you copy the existing estimate, and you can also:

To use an existing estimate to start a new estimate:

1. Open the Duplicate Estimate window using one of the following methods:

   • Click File > Duplicate Estimate.
   • In the Estimate Catalog, right-click the estimate that you want to copy, and then select Duplicate from the shortcut menu.

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 (SQL) 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

   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.

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 checkbox.
   • No. Select the Clear quantities and amounts checkbox.
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 checkbox.
   • No. Select the Restrict view/edit access to you and administrators checkbox.

7. Click [OK].

   Sage Estimating (SQL) 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].