Add items to an estimate manually

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 the estimate number or title from the list.
4. Select View Estimate.
5. Within the estimate, select the Items tab.
6. Select Add / Import or the plus sign (+) on a particular cost code section and select Add Manually.
7. In the Target Cost Code and Location section, do the following:
   1. Select or update the cost code.
   2. Optionally, if locations have been enabled for the estimate, select the target Location from the dropdown.
8. In the Add Estimate Items section, do the following for each item that you want to add:
   • Enter a Description and the Qty.
   • Optionally, enter the Units.
   • Enter the material M Cost Rate, labor L Cost Rate, equipment E Cost Rate, subcontract S Cost Rate, and other O Cost Rate.

   • Optionally, select a different Cost Code for the item than the one specified in the Target Cost Code and Location section.

9. Optionally, if you need to add more items, select Add New Line.
10. Select Add & Close.

    Alternatively, to add items for a different cost code or location, select Add.