Creating A New Estimate Template
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do-it Entering General Template Information

1.Click on Main Menu on the Main Screen.  
 
2.Click the Templates Icon.  
 
3.Click the Options button and select Add New Estimate Template.  
 
4.Enter a name for the template in the Template Name field.  
 
6.The Date will default to the current date, change it if needed.  
 
7.Select the estimator for this template from the Estimator drop-down list. If you have set a Default Estimator on the Defaults section of the Setup / Defaults screen, then that default will be entered for you.  
 
8.Enter any notes you want in the Notes field.  

do-it Adding Individual Items To The Template

1.First select the category by clicking any of the five buttons. If you have selected Not Grouped or Grouped By Assembly in the Item List View drop-down list then these buttons will not be visible.  
 
2.Click the additemfromcostbookbutton button to add an item from the cost book. This will open the Cost Book Item Selector screen. If you have selected Grouped By Category in the Item List View drop-down list then only items from the category chosen on the Estimate Templates screen will be available on the Cost Book Item Selector screen. See the Estimate Templates topic for more options in adding items to the template.  
 
3.Select or enter a variation or type in the Variation / Type drop-down list. You are not confined to what is on the list. If you have entered a Default Variation for the item in the cost book, then that variation will have been entered for you.  
 
4.Select or enter a task in the Task drop-down list. You are not confined to what is on the list. If you have entered a Default Task for the item in the cost book, then that task will have been entered for you.  
 
5.Select a supplier from the Supplier drop-down list. If you have entered a Default Supplier for the item in the cost book, then that supplier will have been entered for you.  
 
6.The Unit will have been entered for you, only change it if needed. If you change the unit you would also need to change the Unit Cost.  
 
7.Optionally enter the quantity for the item in the Quantity field and hit the Tab or Enter key. The Total Cost, Profit, Overhead and taxes will be calculated. If you used the Cost Book Item Selector to add an item then the quantity will already be entered. You can also leave the Quantity at 0 and only enter it when the template is imported into an estimate.  
 
8.Repeat for each item you want to add to the template.  
 
9.When finished click the Print button to print the template.  

do-it Adding Assemblies To The Estimate Template

1.Click the Options button and select Add / View Assemblies. This will open the Add Assemblies screen where you can add multiple assemblies at once.  
 
2.Select the assemblies you want and enter the quantity for each.  
 
3.Click the Close button when done. All the items belonging to the assemblies you added will have been added to the template.  
 
4.Edit the items in the template or add more if needed.  
 
do-it Adding Super Assemblies To The Estimate Template  
 
1.Click the Options button and select Add / View Super Assemblies. This will open the Add Super Assemblies screen where you can add multiple super assemblies at once.  
 
2.Select the super assemblies you want and enter the quantity for each.  
 
3.Click the Close button when done. All the items belonging to the assemblies and their items that are part of the super assemblies you added will have been added to the template.  
 
4.Edit the items in the template or add more if needed.