Estimate List Index - Screen Guide

Estimate List

The Estimate List screen allows you to view, manage, and interact with all estimates in Buildlogic. From here, you can create new estimates, edit existing ones, export data, and generate jobs.

Key Features

Toolbar Actions

New – Create a new estimate
Edit – Modify a selected estimate
Delete – Remove an estimate
Refresh – Reload the estimate list
Export – Export the estimate list in various formats
Copy Estimate – Duplicate estimates with multiple options

Export Options

PDF
DOCX
RTF
XLSX

Copy Options

Copy with complete detail
Copy without quantities
Summarise by trade
Summarise by trade and reference code
Summarise by trade and cost code
Summarise by trade, cost code, and reference code

Estimate List Columns

Note: Column order may vary depending on your configuration.

Column	Description
Number	Unique identifier for the estimate. This will become the job number.
Description	Name or description of the estimate
Client	Associated client
Contact	Primary contact
Client Rep	Client representative
Start Date	Estimated project start date
Budget Total	Total estimated cost before markup
Markup	Markup percentage applied to the estimate
Contract Total	Total contract value including markup
Client Ref	Client reference information
Contract Type	Type of project (e.g. Lump Sum, Cost Plus)
Category	Estimate classification
Status	Current estimate status (e.g. New, Won)
Owner	User responsible for the estimate
Revision	Estimate revision number
Accounting System	Linked accounting system

Filtering and Viewing

Use "Show archived estimates" to include archived records
Use the search box to search across columns
Adjust page size and save your preference
Use the column chooser to customise columns
Adjust column widths and save your layout

Actions from a Selected Estimate

Create a job from the selected estimate
Create a job using gross values only
Raise an RFI (Request for Information)

Tips

Use the save button (top right) to remember your settings
Use copy options to quickly create a new estimate from existing data