Navigating to the Estimate (BoQ)
1. From the Homepage, Select "Project List"
2. Select the Project from the list that you want to copy a Estimate to. (The "To" Location)
3. Inside the Project in the top menu select "Finance"
4. In the Finance Menu select "Estimate (BoQ)"
Copying an Estimate from a Template or Previous Project.
5. In your Estimate, select the "3 Dots" Menu.
6. From the "3 Dots" menu select "Copy Estimate (BoQ)"
7. Select "Template" to choose a Template to copy.
8. Select "Project" to choose a Previous Project to copy from.
9. Click "Replace Unit Cost" if you would like to pull the latest pricing from your Product Catalogue.
10. Select your Template / Project you want to copy.
11. Tick the line items you want to pull into your estimate.
12. Click "Copy" to complete the process.
