You can transfer an estimate created in Preconstruction into the Budget Manager tool for ongoing project cost tracking.
Step 1: Navigate to the Estimate
Open the project where the estimate is located.
In the project tabs, click Preconstruction → Estimate.
Open the estimate you want to transfer.
Step 2: Export to Budget
In the top-right corner, click Export.
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.