Estimate Import Overview

Learn about the various options for loading your estimate and budget information into Join

Importing your estimate and budget information into Join will be one of the first things you’ll need to do when creating a new project in Join. You’ll also want to reload your updated estimate and budget for every new Milestone you make.

The import process typically goes through 3 phases:

  1. Preparing your estimate data
  2. Importing your estimate
  3. Correcting any errors

Join offers several options and formats for importing your estimate and budget. Each has slightly different requirements and steps, outlined in the articles listed below: