Transferring an Estimate to Budget Manager

You can transfer an estimate created in Preconstruction into the Budget Manager tool for ongoing project cost tracking.

Step 1: Navigate to the Estimate

1. Open the project where the estimate is located.
2. In the project tabs, click Preconstruction → Estimate.
3. Open the estimate you want to transfer.

Step 2: Export to Budget

1. In the top-right corner, click Export.
2. Select Export to Project Budget.

Step 3: Configure Export Options

• You’ll see an option to include markups:
  • If checked, the total amounts transferred to the budget will be inclusive of markups.
  • If unchecked, only base amounts will be transferred.

Step 4: Finalize Export

• Click Export to Budget to complete the transfer.
• The system will create all entries in the Budget Manager based on the estimate.

Important Notes

• If the estimate has been previously exported to Budget Manager, the system will compare each entry against existing budget entries.
• A match is determined by the exact combination of:
  • Job
  • Cost Code
  • Cost Type
  • Description
  • Unit
  • Quantity
  • Unit Cost
• If an entry with this combination already exists in Budget Manager, it will be ignored during export and not recreated.
• This process prevents duplicate entries and keeps your budget data accurate and consistent.