Creating an Estimate
Estimates are at the heart of Ediphi, serving as the backbone of every project and the starting point for successful planning. They capture the essential details that shape your project's budget and workflow, making them a critical step in your process. In this article, we'll walk you though how to create an estimate in just a few simple steps, so you can set your project up for success right from the start.
To create an estimate:
- Open the project where you want to create your estimate. Click Create New, then select Estimate.
Pro Tip: You can also create estimates from the Estimate List view by clicking the ellipsis within each dropdown. If creating from a Milestone dropdown, the platform automatically pre-fills the Milestone in your creation form.
- A modal will appear, where you'll be able to fill in the Estimate Name (required), Estimate Due Date, select a GCGR if applicable, and assign a Milestone.
Note: If your project doesn’t have any milestones yet, you can create one right from here by clicking Create New Milestone within the Milestones dropdown. A modal will appear where you can create and assign the milestone to your estimate.
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- Once you've added the information, click Create Estimate.
Once saved, you’ll be taken directly to your new estimate.
If you have any further questions, feel free to contact our support team and we'll be happy to help!