Update labor items in an estimate

When labor items are added to an estimate, each one includes a dedicated details form designed to simplify data entry and provide tailored functionality.

View the labor items

  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. Optionally, select the Cost Code to filter the list of items.
  7. Optionally, select Labor Items from the Special Filter dropdown.

Update individual labor items

  1. Select the edit icon () next to the item that needs to be updated.
  2. Review and update the Item Code, labor Description, and Quantity & Units as needed.
  3. Optionally, select the magnifying glass icon () next to the unit field to switch units.

    For example, Hrs, Days, Week, Month, or Year.

  4. In the Item Resource Units & Rates tab, review and update the labor conversion factor, unit, base cost rate, burden cost rate, and sell markup as needed.
    Sell rates appear on the proposal and might either match the cost rate or include a markup applied as a percentage or a fixed dollar amount. The sell rate must always be greater than or equal to the cost rate.
  5. Select Save & Close.

Update multiple labor items

  1. Select labor from the view dropdown.

    This determines which fields are displayed in the list and can be updated.

  2. Select Edit.

  3. Review and update the item description, quantity, and unit as needed.
  4. Review and update the labor conversion factor, unit, base cost rate, burden cost rate, and sell rate as needed.
    Sell rates appear on the proposal and might either match the cost rate or include a markup applied as a percentage or a fixed dollar amount. The sell rate must always be greater than or equal to the cost rate.
  5. Select Save.