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Copying an Existing Milestone Estimate or Budget

Learn how to create a new Milestone Estimate or Budget based on an existing Milestone

Throughout the project, you may want to create a new Milestone that isn’t necessarily associated with a new estimate or document set. In these cases, you can create a new Milestone and copy cost data, such as the Milestone Estimate and/or Budget, into the new Milestone. One common use case for this is if you've set a target budget and it doesn't change from one Milestone to the next.

Copying Cost Data from a Previous Milestone Estimate or Budget

  1. Click the Milestones tab in the top navigation bar
  2. Click the name of the Milestone that you want to add the cost data to
  3. Click either the Estimate or Budget tab
  4. Click the Copy from… button
  5. The Create Estimate/Budget dialog will appear. Select the Milestone and Value you want to copy the cost data from using the drop-down lists.
  6. Click the Next button
  7. Your cost data will be incorporated into the new Milestone Estimate or Budget, including Markups.
  8. Review and adjust your cost data as needed. When you’re ready to share it with the project team, click the Publish button on the right of the page.

Note: This option is also available when using the Replace Estimate button on an existing Milestone Estimate or Budget