Using Estimating Templates
To use a template to create an estimate for a specific project, follow these steps:
- Open the
template that is most similar to the project you are bidding.
- When you are asked, enter a new file
name. You may want to name it after the owners of the project or its location, or
you can use any other brief descriptive phrase (29 characters or fewer). Click
OK.
- Spot-check the Basic Costs, Overhead and Soft Costs cards. Change any items that are different
for this particular project.
- Go through Dimensions, and enter all information that is specific to
this project, just as if you were creating a new bid from a blank copy of BidMagic.
- In Specifications,
most of the costs for the project should already be included, so you can concentrate on the
differences between this project and the 'standard' project. Check each card, and add
any additional costs that are peculiar to this particular project. Remove any costs that don't apply
to this project, or change quantities if the 'suggested' amount is not correct.
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