Getting Started for Project Admins
If you're creating projects in Join, here is everything you need to get your project up and running.
Select a section below and scroll down to see the related information.
Learning Objectives
- Get familiar with Milestones and managing project phases
- Preparing your estimate for import
- Adding your estimate costs to Join
- Understand the importance of a budget in Join
Milestones Overview
A Milestone is a significant point in time that occurs during preconstruction and typically coincides with the issuance of a new drawing set or updated cost information. In Join, Milestones allows you to keep track of project estimates and budgets, as well as specify any metrics or units of measure for summarizing costs.
Importing your Estimate data
Before you import your data into Join, you're going to want to understand how your current WBS will work with Join.
Exporting or Preparing your Estimate Data
Select the appropriate link below, based on where your estimate information is currently stored.
Sage Estimating | Beck DESTINI | Trimble WinEst | Excel or other |
Adding your Estimate Data
There are three methods for adding your estimate data to a Milestone in Join manual entry, copy and paste, or import from one of our supported estimating platforms.
Setting a Target Budget
Orient your teams around a goal by setting a target budget, either as a lump sum or prorating your estimate.
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