Copying an Estimate and attaching to another Project
When we have a project that is very similar to another we have priced, we can copy the Estimate from one project to another. Saving you time re-pricing the whole estimate!
- Enter the project with the estimate you would like to copy and navigate to estimates
- Select the estimate Actions by clicking on the three dots and select Duplicate
- You will see a pop up appear, by selecting "Attach to current project" your duplicated estimate will be linked to the project you are currently in.
- If you do not tick the box and select Duplicate, the estimate will be available to link to any existing or newly create projects.
- Enter the applicable project you would like to link the duplicate estimate
- Navigate to Estimates
- Select "Import unlinked estimates from pricing"
- A drop-down box will appear, select your estimate and click "Import selected estimates"
- Your duplicated estimate will now be linked to a new project ready for you to make any applicable changes.
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