How do I add items to my estimate?

In this article, you will find information on how to add categories and line items to your estimate

To begin estimating, first create an estimate by following this guide. Then, navigate to 'Sales' in the top menu, open your estimate, and follow the steps below to enter categories, subcategories and items into your estimate. 

Adding categories, sub-categories and line items

To add items to your estimate, you have the option to import existing budget codes or to create new categories and line items manually. To access existing budget codes, ensure that you have already uploaded them. You can follow the instructions provided in this guide to upload standardized budget codes to your company account. 

You can use a mix of items that you create from scratch along with those that you import from from your budget codes. 

Creating items manually

To manually add headings and line items, use the buttons shown in the picture below to add rows to your estimate: 

1. Click ‘Add category’ to create a new cost category.
2. Click the plus sign on a cost category or subcategory to create a subcategory within that category.
3. Start typing in a blank item to create a new site.
4. Add cost code for the category, subcategory or line item. (optional)
5. Click the red cross to remove a line item. Note that categories can only be removed once all line items within the category have been deleted.
6. Click the copy symbol to duplicate a line item.

Importing items from existing budget codes

To streamline the estimating process, you can import pre-designed categories and items into your estimate. This allows you to quickly structure your budget using predefined line items and categories, saving time and ensuring consistency across projects.

Once budget codes are available, follow these steps to import them into your estimate.

1. Open the estimate.
2. Click ‘Add from budget codes’ in the top-right corner.
3. Browse the list of available budget codes and categories.
4. Check the items and categories you want to include in the estimate.
   
   1. Selecting the checkbox next to a category will automatically select all items within that category.
   2. Checking the box next to a line item will import that item into your estimate. The category it belongs to will be automatically imported as well, ensuring both the item and its category are included in your estimate
5. Select 'Add' to incorporate the chosen categories and items into your estimate.