Adding Tasks to an Estimate

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

  1. Click . A task is added to the builder and its Name cell is highlighted and editable.
    If you have selected a record in the builder, a task is added to the first appropriate place within the hierarchy. For example, if you have selected a line set, the task will be added to the bottom of that line set.
  2. Enter a name for the new task.
  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 task inherits the dates of the estimate, or its line set if the task is associated with one.
  4. [Optional] Select or tab to the End Date cell and enter a date.
  5. Click Save.

Copying and Pasting Tasks

You can copy and paste tasks in the following ways:

  • Right-click the task, then click Copy Rows or Paste Rows.
  • Press Command + C (Mac) or Ctrl + C (PC) on your keyboard to copy a task, or Command + V (Mac) or Ctrl + V (PC) to paste.

Deleting Tasks

You can delete a task by doing one of the following:

  • Select the tasks, then click .
  • Right-click the task then click Delete Rows.

You can select multiple records to delete or copy by holding down Command (Mac) or Ctrl (PC) on your keyboard while selecting the records. Any child records are also copied when you select a parent record.

Indenting and Outdenting Tasks

You can indent and outdent tasks in the following ways:

  • Right-click the task, then click Indent Rows or Outdent Rows.
  • Press Command + I (Mac) or Ctrl + I (PC) on your keyboard to indent a task, or Command + U (Mac) or Ctrl + U(PC) to outdent.

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

Adding Sub-Tasks to an Estimate

To add a sub-task to an estimate in the Estimate Builder:

  1. Do one of the following:
    • Select a task and click . A sub-task is added to the selected task and its Name cell is highlighted and editable.
      If you have selected a task in the builder, a task is added to the first appropriate place within the hierarchy. For example, if you have selected a task with a role request, the task will be added as a sibling to the selected task.
    • Select a sibling task, right-click, then Indent Rows.
  1. Enter a name for the new task.
  2. [Optional] Select or tab to the Start Date cell and enter a date. Sub-tasks inherit the dates of their immediate parent tasks.
  3. [Optional] Select or tab to the End Date cell and enter a date. Sub-tasks inherit the dates of their immediate parent tasks.
  4. Click Save.

Applying a Discount to Tasks

To apply a discount to a task:

  1. On the row of the task you want to apply a discount to, double-click the Discount cell.
  2. Enter the percentage to discount the task by.
  3. Click Save. The values of any child records are also discounted.