Follow along with our video walkthrough to see how the Estimates module in Privv works!
Estimating
Author: Joe Phillips
Steps: 39
1. Click on the project name you would like to open
2. Click here to add a new estimate
3. Enter estimate name
4. Click here for start date
5. Use the calendar to find the start date
6. Enter your project square footage informatio
7. Enter all other details
8. Click the right arrow for next
9. Select "All" or choose your representative projects
10. To select another representative project click the box adjacent to the project
11. Click next to see your rough estimate
12. Edit or accept the estimated cost per square foot. Risk management is in place to assure your team is notified if a price is too low or too high.
13. Click here to adjust the offsite cost
14. Click here to adjust parking garage spaces
15. Click here to adjust project duration in months
16. Click on the green check mark to confirm estimate
17. Click "Info" for project and estimate information
18. Click on "Docs" to see documents that have been attached to this estimate
19. Click on "Summary"
20. You can print the summary by clicking on the printer icon
21. Click "Compare" to see your estimate side-by-side with other comparable estimates
22. Select the estimates you would like to compare with your current estimate
23. Click here to close the window
24. Click the ellipsis to see the other options
25. Print/PDF allows you to run canned reports off the current estimate
26. You can select to print all the details on the current screen or the summary page
27. Click the green check mark when you have made your selections
28. While your estimate is in draft mode you may edit any of the line item amounts by clicking on the corresponding cell.
29. Risk notifications have been built in to the template and will notify you like this if you enter an amount above the threshold average
30. You can also add notes on each line item here
31. To add cash flows, click on the gold cashflow symbol indicated here
32. Click the calendar icon to enter the beginning month
33. Select the beginning date
34. Click the calendar icon to enter the ending month
35. Select the ending date
36. Click here to go to the cash flow page
37. The linear distribution is automatically filled in for the dates you selected
38. If you have changed any of the amounts for the months selected, the difference in allocation will be shown under "Total Not Allocated".
39. When you have finished with the cash flow, select the green check mark at the top to complete it
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article