Copy an estimate

1. Go to Leads or Projects and select the lead or project in the Quick Select section.
2. On the Lead or Project Home page, select Estimates in the Preconstruction section.
3. Select Actions > Add Estimate.
4. Optionally, update the Lead or Project # as needed.
5. Optionally, update the Estimate # as needed.

   Sage Construction Management automatically assigns the next number in sequence, based on the existing records and the default format.

6. Enter the Estimate Title.

   The title must be unique if there are multiple estimates for the selected lead or project.

7. Enter the Size & Units.

   The size typically represents the project size. For example, enter 3000 for a 3,000-square-foot project.

8. In the Estimate Reviewer Information section, select the Reviewer responsible for the final estimate and specify the Review Due Date before the proposal is sent.

9. In the Prospect/Customer section, select Import to import the prospect or customer.

10. In the dialog, do the following:

    1. Select the Company and Contact.

    2. Select the applicable address.

    3. Select Add.

11. Select Save & Next.
12. In the Estimate Add Options section, select Copy from another estimate.

13. Select the Source type.

14. Select the source Lead # or Project #.
15. Select the source Estimate #.
16. Select one or more of the following objects to copy to the new estimate:
    • Copy Cost Codes
    • Copy Locations
    • Copy Items
    • Copy Item Quantities
    • Copy Markups
    • Copy RFP Packages
    • Copy Vendors
    • Copy Vendor Bid and Award Info
    • Copy Vendor Items

    All options are selected by default, except for Copy Vendor Bid and Award Info.

17. Select Finish.

Next steps: Review the information on the Estimate Properties Details page and do the following as needed:

• Select Edit to update the estimate information.

• Select View Estimate to view the estimate details.