Adding Tasks to an Estimate

You can add tasks to an estimate to plan for the project tasks that might be needed.

Tip:

You can use keyboard shortcuts in the Estimate Builder. For more information, see Estimate Builder Keyboard Shortcuts.

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, Cutting, and Pasting Tasks

You can copy, cut, and paste tasks by right-clicking the task, then clicking Copy Rows, Cut Rows, or Paste Rows.

You can also copy and paste specific cells by right-clicking the cell, then click Copy Cells, Cut Cells, or Paste. Keyboard shortcuts are also available to use when copying or pasting cells. For more information, see Estimate Builder Keyboard Shortcuts.

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.

Indenting and Outdenting Tasks

You can indent and outdent tasks by right-clicking the task, then clicking Indent Rows or Outdent Rows.

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.