Managing Use Groups in an Estimate

As we have mentioned previously in other articles and videos, in Ediphi the best way to make an estimate is through Use Groups. This article focuses on how to manage them in your estimate.

In this article

• Adding Use Groups
• Editing Use Groups
• Deleting Use Groups
• Create or Manage Allocations

Adding Use Groups

1. Within your estimate, hover your cursor over the Use Groups tab, and then click on Add Use Groups.

2. Select the desired Use Groups from the list of presets (these can be renamed later). Click on Save.

Click here for a video on adding Use Groups

Editing Use Groups

1. Within your estimate, hover your cursor over the Use Groups tab, and then click on Manage Use Groups.

2. Click the Label cell to add a custom name to a Use Group. You can also select to Exclude Total, add or edit GSF (Gross Square Feet), NSF (Net Square Feet), and Unit Count.

3. Click on Save.

Deleting Use Groups

1. Within your estimate, hover your cursor over the Use Groups tab, and then click on Manage Use Groups.

2. Click on the trash can icon next to the Use Group you would like to remove.

3. The platform will ask you to confirm you want to delete the Use Group. Click on Confirm.

Please note that all line items within this Use Group will be removed, and that this action cannot be undone.

Create or Manage Allocations

1. Within your estimate, hover your cursor over the Use Groups tab, and then click on Manage Allocations.

2. Click on New Allocation.

3. You will be required to give the Allocation a Name. Then, click on Save.

4. Once the Allocation is created, you will have the option to enter the allocation percentages. The percentages need to sum up to 100% in order to get a checkmark in the Allocation:

5. Once you have added all percentages, click on Save.

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