Working with Estimates and Budgets in Join

Estimates and target budgets are the foundation of every milestone and are vital to how data is presented in Join.

Dive in under the hood with us and learn how to import an estimate from multiple estimating platforms, how different work-breakdown structures (WBS) are imported, stored, and applied to your estimate, and target budgets, and provide tips and best practices on how to best work with tables in Join.

HubSpot Video

In this webinar, you'll learn:

  • Understanding how to work with your estimate and target budget data
  • Set up an estimate/budget 
  • Import estimate/budget data from a spreadsheet and your estimating platform
  • Understand the capabilities of cost tables in Join
  • Create a custom category before and during import
  • Working with milestone summary report
  • Viewing and reporting your estimate and budget data