Please note that you need to have Estimation and Project Templates features enabled to continue with the tutorial. Contact our support if you want them enabled.

Make sure that you have created a project template first.

Next, when you start creating a project, you will see a new option - "Select line-items from project template".

This will create an empty project basically. But the Estimation module is now connected to the corresponding project template (in the case of the example above the project template that's linked to estimation is called "Residential houses").

How can select line-items for estimation?

Once you've created a project from project template, you can pick the relevant line-items from the Estimation view.

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