Merging two or more estimates into one estimate

For large projects, multiple estimators may work on different parts of the estimate. Each estimator creates an estimate for their portion of the project. When it is time to pull all the work together into a single estimate, use the Merge Estimates feature to merge the estimates into one estimate.

  1. Click File > Merge Estimates.

  2. Complete the information for each tab.

    For more information, click the Help icon available on the ribbon on the title bar of the window, and then click a field or button.

  3. When you are ready, click [Merge Estimates] to merge the estimates.

Merging estimates may affect the final estimate’s Totals Page. See Totals Page Considerations When Merging Estimates for more information.