Adding Line Sets to an Estimate

Line sets enable you to group tasks and role requests on an estimate.

Notes:

• Fixed price estimate products or line sets can't be added to estimates with a global discount. Similarly, a global discount can't be set on an estimate with any fixed price estimate products or line sets.
• Line sets that are added outside of estimate products always have a billing type of Time and Materials. This is uneditable.

To add a line set to an estimate, in the Builder tab:

1. Click . A line set is added to the builder and its Name cell is highlighted and editable.
   If you have selected a record in the builder, a line set is added to the first appropriate place within the hierarchy. For example, if you have selected a line set which is above another line set, the new line set will be added in the middle, after the first line set.
2. Enter a name for the new line set.
3. [Optional] Select or tab to the Start Date cell and enter a date. Records inherit the dates of their immediate parent records. For example, a line set inherits the dates of the estimate.
4. [Optional] Select or tab to the End Date cell and enter a date.
5. Click Save.

For more information about the fields on a line set record, see Estimate Line Set Fields.