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 blue 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.