Cost Estimate Exports

Exporting Cost Estimates 

 Cost Estimates can be generated for individual schedules or combined across multiple schedules or medium types. 

 To export a Cost Estimate for a single schedule or medium: 

 

 Select the options menu ( )   on the relevant schedule line 

 Choose Reports > Export Cost Estimate 

 A Cost Estimate pop-up window will appear. Enter the required client contact details, such as:

 

 Client name 

 Contact number 

 

 

 Select the required export format ( Excel or PDF ) and then select Export . 

 

 The Cost Estimate will be generated in portrait orientation and downloaded in the selected format. 

 Generating Cost Estimates for Multiple Mediums or Schedules 

 To combine multiple schedules or mediums into a single Cost Estimate: 

 

 

 Select the checkbox on the left of each schedule to be included 

 

 

 Select the  options menu (   ) menu on the plan 

 

 

 Choose Reports > Export Cost Estimate 

 

 

 Complete the required information and select  Export . 

 

 

 The resulting Cost Estimate will include consolidated data from all selected schedules. 

 Cost Estimate Numbers, Revisions, and Customer PO Numbers 

 Cost Estimate numbers are generated automatically using a system number series and populate the CE Number field upon export. 

 Each time a Cost Estimate is re-exported, a new revision number is generated. Revisions are independent of the plan’s status and increment sequentially with each export. 

 If a Customer Purchase Order (PO) number has been created and assigned to booking lines, the Customer PO number will automatically appear on the Cost Estimate when it is re-exported.