Getting Started with Ediphi (Videos)
Table of Contents
Click on the respective title to easily scroll to the specific video or section you’d like to watch.
Core Estimating
- Getting Started
- New Project Setup
- Estimate Setup
- Navigating your Estimate
- Managing Line Items
- Right-Click Menu Options
- Managing Your Estimate
- Basic Formulas
- Markups
- Reporting
Advanced Estimating
- Advanced Formulas
- Advanced Right-Click Menu Options
- Value Management
- Advanced Estimating Features
- Cost Modeling
- Contracting
- GC/GRs
Getting Started
Working in the Cloud
Learn more about Working in the Cloud here.
My Projects Page
Interface Overview
Learn more about our Interface here.
Project Summary & Menu
Project Summary & Menu - Video
Learn more about Project Summary & Menu here.
Ediphi Terminology
Support Resources
Learn more about Support Resources here.
Keyboard Shortcuts
Learn more about Keyboard Shortcuts here.
Collaboration/Multi User
Collaboration/Multi User - Video
Learn more about Collaboration/Multi User here.
New Project Setup
Creating a Project
Learn more about Creating a Project here.
Adding Users & Project Permissions
Adding Users & Project Permissions - Video
Learn more about Adding Users & Project Permissions here.
Setting up a Milestone
Setting up a Milestone - Video
Learn more about Setting up a Milestone here.
Estimate Setup
Creating an Estimate
Creating an Estimate - Video 1
Creating an Estimate - Video 2
Learn more about Creating an Estimate here.
Setting a Primary Estimate
Setting a Primary Estimate - Video
Learn more about Primary Estimates here.
Creating a Building
Learn more about Buildings here.
Adding Use Groups
Learn more about Adding Use Groups here.
Creating an Area Sheet
Creating an Area Sheet - Video 1
Creating an Area Sheet - Video 2
Learn more about Creating an Area Sheet here.
Sort Fields & Codes
Learn more about Sort Fields & Codes here.
Adding Line Items
Navigating your Estimate
Working in the Detailed Summary
Working in the Detailed Summary - Video
Learn more about Working in the Detailed Summary here.
Grouping & Sorting
Learn more about Grouping & Sorting here.
Column Controls
Learn more about Column Controls here.
Managing Views
Learn more about Saved Views here.
Using Versions
Learn more about Versions here.
Managing Line Items
Updating Line Items
Learn more about Updating Line Items here.
Allocating Use Groups
Learn more about Allocating Use Groups here.
Right-Click Menu Options
Right-Click Menu: Editing Line Items
Right-Click Menu: Editing Line Items - Video
Learn more about Editing Line Items here
Right-Click Menu: Using MyUPC
Right-Click Menu: Using MyUPC - Video
Learn more about Using MyUPC here.
Managing your Estimate
Duplicating an Estimate
Duplicating an Estimate - Video
Learn more about Duplicating an Estimate here.
Locking an Estimate
Learn more about Locking an Estimate here.
Basic Formulas
Overline Totals & Back Calculations for Line Item Totals
Overline Totals & Back Calculations for Line Item Totals - Video
Learn more about Overline Totals & Back Calculations for Line Item Totals here.
Quantity Formula Creation
Quantity Formula Creation - Video
Learn more about Quantity Formula Creation here.
Metric and Number Formulas
Metric and Number Formulas - Video
Learn more about Metric and Number Formulas here.
Area Formulas
Learn more about Area Formulas here.
Line Item Formulas
Learn more about Line Item Formulas here.
Markups
Markups
Learn more about Markups here.
Reporting
Standard Reporting
Variance Reporting
Excel Add-in / Last Mile Reporting
Excel Add-in / Last Mile Reporting - Video 1
Excel Add-in / Last Mile Reporting - Video 2
Excel Add-in / Last Mile Reporting - Video 3
Excel Add-in / Last Mile Reporting - Video 4
Learn more about Excel Add-in / Last Mile Reporting here and here.
Benchmarking an Estimate
Benchmarking an Estimate - Video
Learn more about Benchmarking an Estimate here.
Advanced Formulas
Advanced Formulas: Referencing Units
Advanced Formulas: Referencing Units - Video
Learn more about Referencing Units here.
Advanced Formulas: Referencing Rooms
Advanced Formulas: Referencing Rooms - Video
Learn more about Referencing Rooms here.
Advanced Formulas: Vertical Transportation
Advanced Formulas: Vertical Transportation - Video
Learn more about Vertical Transportation here.
Advanced Formulas: Category
Advanced Formulas: Category - Video
Learn more about Categories here.
Advanced Formulas: Sort Codes & Sort Field Tagging
Advanced Formulas: Sort Codes & Sort Field Tagging - Video
Learn more about Sort Codes & Sort Field Tagging here.
Advanced Right-Click Menu Options
Right-Click Menu: Update Similar Line Items
Right-Click Menu: Update Similar Line Items - Video
Learn more about Update Similar Line Items here.
Right-Click Menu: Edit & Clear Quantity Formulas
Right-Click Menu: Edit & Clear Quantity Formulas - Video
Learn more about Edit & Clear Quantity Formulas here.
Right-Click Menu: Line Item UPC Connections
Right-Click Menu: Line Item UPC Connections - Video
Learn more about Line Item UPC Connections here.
Right-Click Menu: Exporting Line Items Between Projects and Estimates
Right-Click Menu: Exporting Line Items Between Projects and Estimates- Video
Learn more about Exporting Line Items Between Projects and Estimates here.
Value Management
Value Management Workflow Guide
Value Management Workflow Guide- Video
Learn more about the Value Management Workflow Guide here.
Value Management: Managing Markups & the Schedule of Values
Value Management: Managing Markups & the Schedule of Values - Video
Learn more about Managing Markups & the Schedule of Values here.
Value Management: Creating Decisions from an Existing Line Item
Value Management: Creating Decisions from an Existing Line Item - Video
Learn more about Creating Decisions from an Existing Line Item here.
Advanced Estimating Features
Attributes
Learn more about Attributes here.
Geometry
Learn more about Geometry here.
Active Floor
Learn more about Active Floor here.
Common Items & Common Walls
Common Items & Common Walls - Video
Learn more about Common Items & Common Walls here.
Cost Modeling
Cost Modeling
Contracting
Contracting Overview
Learn more about Contracting here.
GC/GRs
GC/GRs Overview
Learn more about GC/GRs here.