Estimate 5: Sheets, revisions and export

One project can hold several estimate sheets, for example one per trade, stage or option. They all share one Bill of Quantities, and each has its own WBS, tax rate and total line.

How to

  1. 1

    Add sheets

    Add a sheet for each trade, stage or option.

  2. 2

    Manage sheets

    Rename, reorder and delete sheets from the Sheets bar.

  3. 3

    Save a new revision

    Use Save As new revision on the project's row in the dashboard. It makes a full, independent copy, which becomes the current revision.

  4. 4

    Import a schedule

    Import from Excel or CSV. Columns are matched by name, only Item is required, and nothing already on the sheet is changed.

  5. 5

    Export

    Export to Excel with live formulas, to CSV, to PDF, or as a project schedule file.