Getting Started with Ediphi

Welcome to Ediphi! Whether you're an experienced professional or just getting started, this guide will help you navigate our platform with confidence.

Getting started can feel exciting (and sometimes a bit overwhelming) so we’ve created this resource to make the process simple and straightforward. You’ll learn the basics and get familiar with key features, especially within the Estimates section, so you can hit the ground running.

Let's dive in and unlock the full potential of Ediphi, making your experience not only efficient, but also enjoyable.

Project Set Up

• Creating a Project
• Adding Users
  • Setting Permissions
• Managing a Project

Estimate Creation

• Creating an Estimate
• Setting a Milestone

Building Out your Estimate

• Managing Use Groups in an Estimate
• Using Area Sheets
• Adding Line Items

Managing your Estimate

• Getting comfortable with the Detailed Summary and Line Item views.
  • How to Save your Estimate Views.
  • How to Filter and Manage your Columns in Line Items
• Adding custom Sort Fields to help organize and structure your line items.
• Managing your line items (using Right-Click Options)
• Adding Markups (If applicable)
• Utilizing Formulas
  • Static vs Dynamic Values in Quantity Formulas
• Editing Unit Costs
  • UPC
  • What is My UPC? (Non-Admins)
    • How to Add a Line to My UPC

Reporting

• Standard Reporting
• Excel Add-In / Last Mile
  • Formatting your Report

If you have any questions, feel free to contact our support team, and we'll be happy to help!