How to Import a Quantifier Estimate to a Project

Below you will find a step by step guide on how to Create and import an Estimate if you have used the Quantifier Service. 

Once notified by the Step Up Projects team that your Take-Off has been uploaded into your Step Up Projects account, follow the steps below:

Project

• Create a New or Open an existing Project

• Once in the Project, select Estimates in the navigation pane on the left

 

Estimate

• Click the Create New Estimate button and populate the estimate details

• Once the Estimate has been created or if you have already created an Estimate and waiting for materials, click on the 3 dots under the Actions heading

• Select Import materials
• In the drop down box select 
  • Select your Estimate, below is the formatting  
    • Quote Number - Version - Date Uploaded

• Once you have selected the Quote, click Import materials 

• You can now continue pricing the estimate.