Creating an Estimate Template

Once you have created a complete estimate, you may want to save the estimate as a template. A template is a document with predefined settings and content that can easily be used to create similar documents. You can save time by creating estimate templates for different project types and using your template whenever you begin a new project.

All templates can be accessed through the ConstructionOffice tab of the ConstructionSuite system.

Save an estimate as a template

  1. Open the estimate you want to save as a template.  

  2. Go to File > Save As. The Save Document window will open.

  3. Using the Folder tree on the left side of the window, select a folder under the Template grouping in which to save your template. If you would like the template to be available in the drop-down menu of the New Estimate Wizard, you should save the template in a folder located under the Estimate heading.

  4. Type a descriptive name for the template in the File Name text box at the bottom of the screen.

  5. Click Save.

  6. If the file was previously saved as a project estimate, you will need to select if you want to remove Costs, Quantities, Actuals, or Resources before saving the template. Click OK once you have made your selections.  

  7. The template will appear in the section you specified on the ConstructionOffice tab. The master estimate still exists in its original location. 

& NOTE: Users of previous versions (ConstructionOffice 2004 or earlier) will notice that project information does not have to be removed before saving a template. The new ConstructionSuite is designed to automatically remove project designations upon saving a template. When you use the template, you will be prompted to select a project.  

Use a template to create an estimate for a project

  1. Go to the location where your template is saved. All templates can be accessed through the ConstructionOffice tab of the ConstructionSuite system.

  2. Double-click the template file to use it for your new project estimate.

  3. Select a project name from the window that appears.

  4. Go to File > Save As. The default location will be the folder for the Project you selected in the Project Select form.

  5. Edit the estimate as needed for the new project. Changes will only be made to the project estimate and will not affect the template.

  6. Save the file again once you have made all changes.

Permanently modify a custom estimate template

  1. Go to the location where your template is saved. All templates can be accessed through the ConstructionOffice tab of the ConstructionSuite system.                             

  2. Right-click the template you want to modify and select Edit Template. The estimate will open.

  3. Edit the estimate template as needed. Any changes you make will affect the template. This means every new estimate created from the custom template will reflect these changes, but estimates previously created from the template will not be affected.

  4. Go to File > Save.