Creating a New Estimate with the Estimate Wizard

The Estimate Wizard provides numerous options for you to develop and customize a new estimate. Use the wizard to select or create a project for the estimate; create the framework of categories, subcategories, and items; define sales tax; and set the estimate color scheme.

Create a new estimate

  1. On the ConstructionSuite interface, go to File > New > New Estimate. The Estimate Wizard will launch.  

  2. Select a Framework or Import an Existing Estimate
    Select a framework on which you would like to base your estimate, or select to import an existing 2003 or 2004 ConstructionOffice estimate.
      

To launch a new blank estimate, choose the Create a New Blank Estimate option. The next screen will enable you to enter project information.

To use a framework from an existing template, choose the Select a Predefined Estimate option. The next screen will provide a list of available estimating templates.

To create your own estimating framework, choose the Create a new Estimate Framework option. The next screen will enable you to create categories, subcategories, and items for your estimate.

To import a 2003 or 2004 estimate, select the appropriate import option. You will be prompted to browse for the estimate after you complete the Estimate Wizard.

  1. Estimating Framework (If you selected to create your own framework)

First, create a category. Click the Add Category button, type the name of the category, and press enter. You can add more categories in the estimate later, if desired.  

Next, create subcategories for the category. Click the
Add Subcategory button and type the name of the subcategory.
You can enter more subcategories in the estimate later, if desired.

Next, create items for each subcategory. Click the
Add Item button and type the name of the item. You can add more items later, if desired.

Continue using the
Add Category, Add Subcategory, and Add Item buttons until you are satisfied with the estimate framework. You can change this framework and add or delete categories, subcategories, and items at any time. For more information, see Modifying Categories, Subcategories, and Items
.

  1. Framework Destination (If you selected to create your own framework)
    If you chose to create an estimate framework, you will be prompted to select whether it is created as a template or as a project estimate. If you select
    Save as an Estimate Template, you will not be prompted to select a project on the next screen.
     

  2. Project Information 
    Select a project for the estimate. Selecting a project links the estimate to your database and ensures proper file management.

To use an existing project, click the project selector button and choose a project from the list. For more information, see Selecting a Project.

To create a new project
, click the New button. The Project Quick Add form will open. You can enter Project Information, Project Details, and Contact Information. Click the More button to access the complete Edit Project form. For more information, see Creating a New Project.

To edit an existing project
, click the project selector button and choose a project from the list. Click the Edit button at the bottom of the window. The Edit Project form will open. You can edit Project Information, Lender Information, Additional Information, and Project Dimensions. For more information, see Editing a Project.
 

  1. Designate Sales Tax
    UDA Estimating enables you to designate subcategories and items in the estimate as Not Taxed, taxed on Materials, taxed on Services, or Tax Included. Enter percentages for local, county, and state taxes for materials and services.

  2. Color Scheme
    You can change colors for the Project Totals and Category sheets.

Use the Select Color Scheme drop-down menu to select a predefined scheme.

You can also change the colors individually. Click the button for the element you want to change and select a color in the
Color Selection window that appears.

  1. Click Finish. The new estimate will open. You are now ready to begin using your project estimate.