Sending a Conceptual Estimate to a Project

Quickly create a conceptual estimate using the Project Comparisons report and send it to your project in Join.

If you're trying to start a project in Join but don't have an estimate yet, the Project Comparisons report can help. This report enables you to generate a quick conceptual estimate by utilizing your historical projects in Join. Once you've created the conceptual estimate, you can easily send it to a Milestone Estimate or Budget on your project.

Selecting a Project

If you have created your Project Comparisons report from the Forecasting tab, then you must first select a project you would like to send your comparison average to. If you created the report from the Reports tab of a project, then you can skip to the next step. To select a project follow these steps:

1. Click the Add to a project button in the Project Information section of the comparison average column
2. Click the radio button for the project you are creating an estimate for
3. Click the Add button

Sending a Comparison Average to a Milestone Estimate/Budget

After selecting a project (if needed), the average total costs can be added to a Milestone Estimate or Budget on an existing Join project.

Creating a New Milestone Estimate/Budget

To create a new Milestone Estimate or Budget from a comparison average follow these steps:

1. Click the Add to a milestone button in the Project Information section of the comparison average column
2. Click the Milestone drop-down and select Create a new milestone
3. Enter a Milestone name (required)
4. Enter a Milestone start date (required)
5. Select a Milestone design phase (required)
6. Click the Send to estimate or budget drop-down and select either Estimate or Budget
7. Click the Next button
8. Click either the Create as Draft button or the Create and Publish button to create the new Milestone

Replacing an Existing Milestone Estimate/Budget

To replace an existing Milestone Estimate or Budget from a comparison average follow these steps:

1. Click the Add to a milestone button in the Project Information section of the comparison average column
2. Click the Milestone drop-down and select an existing Milestone
3. Click the Send to estimate or budget drop-down and select either Estimate or Budget
4. Click either the Replace estimate button or the Replace budget button to replace the existing estimate or budget
5. Click either the Continue to estimate button or the Continue to budget button to navigate to the new estimate or budget, or click the Done button to close the window