Cost & finance
Cost estimation
Build the estimate in groups and lines, with a quantity and unit price or a fixed amount. Once reviewed, it is approved as the baseline estimate and becomes the project’s budget. You then track committed, invoiced and forecast costs against the same lines.
30 days free · No minimum term.
Groups, lines and prices
Arrange estimate lines in nested groups, with quantity, unit and unit price or a fixed amount. Totals roll up group by group, and each estimate has its own currency and VAT setting.
Approve, lock and revise
Submit the estimate for review and approve it as the baseline estimate. It is then locked. If it needs to change, you create a revision, and the history shows who approved it and when, as well as how the budget changed.
The estimate becomes the budget
Every priced line becomes a budget item. The same table then shows the original and current budget, approved variations, committed, invoiced, forecast and variance for each line.
Import
From spreadsheet to estimate
Choose an Excel or CSV file and pick the columns that hold the code, description, quantity, unit and price. The rows are shown in a preview before anything is imported, and rows that cannot be read are listed with their row numbers.
- Excel (.xlsx) and CSV, up to 15 MB
- Paste rows straight from the spreadsheet
- Export to Excel and CSV, or print
Cost estimation
Frequently asked questions
Anything else on your mind? We are happy to help.
Talk to usAdd lines one at a time, paste them from a spreadsheet or import an Excel or CSV file and pick the columns that hold the code, description, quantity, unit and price. The rows are shown in a preview before anything is imported.
Yes. A project can have several estimates of four kinds: baseline estimate, option estimate, working estimate and forecast estimate. Each estimate has its own currency and VAT setting.
It is locked and becomes the project’s budget: every priced line becomes a budget item. The same table then shows the original and current budget, committed, invoiced, forecast and variance for each line.
Yes, through a revision. The approved estimate stays as it is, and the change is made as Rev 1, Rev 2 and so on. The history shows who approved it and when, the budget before and after, and the reason given.
Yes. The estimate exports to Excel and CSV and can be printed from the browser.
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Your trial applies to your first own project and starts when that project is created. No card required. Afterwards, choose card or invoice to continue.
- 30 days free
- Unlimited participants
- No minimum term