Copying an Existing Milestone Estimate, Budget, or Running Total

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

Throughout the project, you may want to capture 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, Budget, or Running Total, into the new Milestone.

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.

Copying Cost Data from a Previous Running Total

1. Repeat Steps 1-5 from above
2. Select the Running Total
3. Optional: Check the box to transition Accepted Items from the selected Milestone to Incorporated Items in the New Milestone, or leave it unchecked and just bring in the values of the accepted Items and Item Markups (this option is not available if the Milestone is a Draft, to use simply publish the milestone and it will be available)
   
4. Click the Next button
5. Your cost data will be incorporated into the new Milestone Estimate or Budget, including Items, and Item Markups, Markups.
6. 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.

Milestone Estimate Table With Copy From

Source Column - With any of the copy from workflows there is a Source column that will note where the cost information originated. The Source is hyperlinked.

New Categories - When copying a Running Total if the Items have categories not in the estimate the new categories will be added to the Estimate table with the cells populating according to how the Items were categorized. 

Incorporated Items Markups - When copying a Running Total, Item Markups will be brought into the Incorporated Items Markup section between the Direct Cost and Milestone Markup sections. These will be tagged with the Source of the markups and are configurable.

Incorporated Item Draws - When copying a Running Total, Item Draws will be brought into a new section below the Milestone Markups. These will be tagged with the Source of the markups.