How do I import items in my Schedule of Values from my approved Estimate?

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• Is it required to add or import the Schedule of Value from the Approved Estimate?

  It is not required to add or import items from the estimate into the Schedule of Values but it is the recommended way.

• How do you import an estimate to Schedule of Values?

  Estimates can be imported to SOV after you have created the Project you wish to link this Estimate to, to do so go to: Menu > Projects > Schedule of Values > Edit > Import From > Import from Estimate > Select Estimate from Dropdown > Add Items to ...

• How to add an item on the Schedule of Values?

  Adding an item to SOV can be done in multiple ways. The best & quickest way is to Import. You can Import from an Estimate, Change Order or Work Order. You can also add an item Manually if the item is not in your database. To add items to SOV go to: ...

• How do I add items to my Schedule of Values manually?

  To add items to my Schedule of Values manually, go to the Menu and select Projects and pick the Project you wish to add items manually. Click on the green pencil icon on the top right to enter Edit Mode and select the Schedule of Values tab. From the ...

• How do I create a Schedule from the line items in my Estimate?

  To help understand how, watch the Estimating Video: When you mark an Estimate Approved the System will give you a Pop box with several option. One of them will be an Option to "Create Schedule." This will then use the line items from your Estimate to ...