Creating
an Estimate Template
Once
you have created a complete estimate, you
may want to save the estimate as a custom
template.
Save an estimate as a custom template:
1. Open Estimating and go to File > Open.
2.
Select the document you want to save as
a template and click Open.
3.
Go to File > Save As.
4.
Name the template.
In
the Save as type drop down menu, select
Template.
The
default and recommended save location will
be the Custom Templates folder inside the
My Projects directory. You may change this
location is desired.
5.
Click Save.
6.
A copy of the estimate is now saved as a
custom template. The normal estimate still
exists in its original location.
Create a new estimate from a custom
template:
1.
Open Construction Office, click the My Projects
button on the toolbar and select Custom
Templates.
2.
Double-click the template you want to open.
A copy of the template will open as a normal
estimate.
3.
Go to File > Save. Name the estimate
and save it to the appropriate project folder.
4.
Edit the estimate as needed for the new
project. Any changes will affect only this
estimate. The estimate template will not
be changed and will still be available in
Construction Office and in Estimating.
Permanently
modify a custom estimate template:
1.
Open Construction Office, click the My Projects
button on the toolbar and select Custom
Templates.
2.
Right-click the template you want to modify
and select Open.
3.
Edit the estimate template as needed. Any
changes you make will affect the custom
template. This means every new estimate
created from the custom template will reflect
these changes, but estimates previously
created from the custom template will not
be affected.
4.
Go to File > Save.
