Add cost codes to an estimate manually

1. Go to Leads or Projects and select the lead or project in the Quick Select section.
2. Select Estimates in the Preconstruction section.
3. Select the estimate number or title from the list.
4. Select View Estimate.
5. Within the estimate, select the Estimate Cost Codes tab.
6. Select Add / Import > Add Manually.
7. Optionally, update the Order Number as needed.

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

8. Enter the Cost Code and the Description.
9. Enter the Cost Code Quantity and Unit.

   The default quantity is set to 1, and the default unit is LS.

10. Optionally, in the Internal Grouping Codes tab, enter the following information as needed:
    • Division code and description.
    • Major code and description.
    • Minor code and description.
    • Sub-minor code and description.
11. Optionally, select the Inclusions tab and enter any inclusions that must appear on the estimate proposal.
12. Optionally, select the Exclusions tab and enter any exclusions that must appear on the estimate proposal.
13. Optionally, select the Clarifications tab and enter any clarifications that must appear on the estimate proposal.
14. Select Save & Close.