Estimate List
To give you a clearer view of your project’s estimates, we’re introducing the new Estimate List page, designed to work seamlessly with our recent Milestones feature. All of your project’s estimates will now be organized in one place, where you can group them by Milestone and quickly review key details such as Cost/GSF, Total GSF, Grand Total, Due Date, and Created date.
This also means you’ll no longer see estimates listed in the left-side panel. Instead, when you click Estimates within your project, you’ll be taken directly to the new Estimate List view.
In this article
How Milestones and Estimates are Sorted
Note: If your project doesn’t have any Milestones already created, all your estimates will live in the “Estimates” dropdown.
The table is ordered by each Milestone’s Start Date. If Milestones from the same Design Stage are not consecutive in the timeline (because Milestones from other stages have Start Dates in between), the Design Stage will appear multiple times in the table. Each occurrence will only include the Milestones that fall together in that date sequence. Example:
Normally, the Conceptual stage would group Milestones A and C together. But since the Design Development’s Milestone (B) falls between them, the Conceptual stage will split into two separate sections in the list:
- Conceptual: C
- Design Development: B
- Conceptual: A
Within each Milestone, estimates are sorted by their Created Date, and any estimate marked Active will always appears first regardless of creation date.
Creating Estimates
You’ll be able to create estimates and Milestones from this view by clicking on Create New (as well as the old established ways through the Overview page, and the side-panel navigation). For more information, see Creating an Estimate.
Pro Tip: When creating an estimate within a Milestone, we will automatically pre-fill the Milestone within the creation modal.
Duplicating Estimates
When it comes to Duplicating, you’ll now have a dedicated button to easily duplicate estimates within the project (or to other projects you have access to). For more information, see Duplicating an Estimate.
If you have any questions, feel free to contact our support team and we'll be happy to help!