Milestone Estimate and Budget Import Overview

Learn about the various options for loading an Estimate or Budget into Join

Importing Estimate and Budget data into Join will be one of the first things to do after creating a new project in Join. Updated Estimate and Budget data will also need to be imported at the start of a new Milestone as the project progresses.

The import process typically goes through two phases:

  1. Exporting/preparing your estimate data. Join offers several options for this:
    1. Exporting a DESTINI Estimator Estimate (.XLSX file format)
    2. Exporting a Sage Estimating Estimate (.ZIP file format)
    3. Exporting a WinEst Estimate (.XML file format)
    4. Preparing a Join Spreadsheet Import Template (.XLSX file format)
  2. Importing/entering your estimate data. Join offers several options for this:
    1. Importing an Estimate File (Using one of the files generated in step 1 above)
    2. Copy-Paste an Estimate (From any other data table source)
    3. Copying an Existing Milestone Estimate or Budget (From an existing Milestone in Join)

Next Step: Once your cost data is in Join it is time to add some Items. New to Items? Check out the Items overview.