Import estimates from Pricing
If you are an existing customer that has upgrade to Builda Price Project Management you are able to import and link your pervious estimates to the new platform.
Follow the steps below.
- Select the Projects Tab
- Create a new project (or enter an existing project)
- Click + New project
- Populate with details of the Project
- Name
- Address
- Start date
- Description
- Create project
- Select your newly created project to open it
- Navigate to Estimates
- Click 'Import unlinked estimates from Pricing'
- The estimates that appear in the drop down box were created in Pricing and are not yet linked with any project.
- Select the estimate/s from the list provided. Importing these estimates will link them with your project.
- Once estimate/s have been selected click 'Import selected estimates'
- Select your imported estimate to continue to price your estimates or generate tasks from your estimate.
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