Skip to main content

Merge Estimates


To merge estimates in a the Bid Board or Estimating tool.


After creating multiple estimates and change orders for a project, you may want to combine them into one estimate. The merge feature allows you to combine the group items of multiple estimates into a new estimate.

Things to Consider


  1. Navigate to the project's Estimating tool.
    Navigate to the company's Bid Board tool and select a project.
  2. At the bottom of the screen, find the estimate or change order that you want to merge into a new estimate.
  3. Click the vertical ellipsis icon-ellipsis-vertical.pngicon on the original estimate.estimating-merge.png
  4. Click Merge With Another Estimate.
  5. Mark the checkbox next to any estimates or change orders that you want to merge the original estimate with.
  6. Enter a name for the new estimate.
  7. Click Merge To New.
    This automatically merges data from the selected estimates or change orders into a new estimate.