Estimate 1: Estimate layout
The Estimate turns quantities into a price. The sheet is a tree of categories and line items up to five levels deep, and every category shows the cost, mark-up and sell price of everything inside it.
How to
- 1
Use the Sheets bar
Each estimate sheet has its own tab, with its own WBS, tax rate and total line.
- 2
Group with categories
Categories and sub-categories group line items up to five levels deep.
- 3
Read sub-totals and level guides
Each sub-total sits under its category, and coloured level guides show exactly which rows it covers.
- 4
Set the detail level
Collapse categories, or use Detail level: Level 1 shows categories only and the last level shows the full breakdown.
- 5
Add and move rows
Insert rows, indent or outdent them, and drag them into place.
- 6
Arrange columns
Show, hide, reorder and resize the estimate columns.
- 7
Add clarifications
Record inclusions, exclusions and assumptions in the Clarifications column. They carry through to your tender.