Linking GCGRs and Estimates
In Ediphi, there are two ways you can link your Estimates and GCGRs in order to better manage your projects and make better-informed decisions. These methods offer different data based on how you link them, so we’re going to break down both ways in this article and show you the perks of each.
In this article
Linking a GCGR to an Estimate
When working on a GCGR, you have the option to link it to an Estimate within your project, which allows you to include estimate values in the GCGR formulas.
To link a GCGR to an Estimate, simply follow these steps:
- Go to the GCGR you want to link within your project, then click the gear icon on the top right. This will take you to the Edit GCGR page.
- Under Linked Estimate, select the estimate you want to link to the GCGR. Once done, scroll down and click Save.
Linking an Estimate to a GCGR
When working on an Estimate, you have the option to link it to a GCGR within your project, which gives you the option to link GCGR line items as markups and/or into bid packages. This option also allows you to view the total GCGRs that you have allocated in your estimate markup, or your estimate bid packages, within the Report tab of your GCGR.
To link an Estimate to a GCGR, simply follow these steps:
- Go to the estimate you want to link within your project, then click the pencil icon next to the estimate name in the side panel. This will open the Edit Estimate modal.
- Under GCGR, select the GCGR you want to link the Estimate to. Once done, click Save.
If you have any questions, feel free to contact our support team and we'll be happy to help!