Estimates: pull from schedule [in-depth guide]
This guide covers the functionality of the Pull from schedule function that is available by clicking on the Labor amount>click ...More at top of the screen>Pull from schedule
Understanding the use of this function can help you greatly reduce the amount of time you spend estimating labor.
If you follow the process of relying on the hours allocated in your schedule to determine the cost of the project, using the Pull from schedule button will simply copy over the hours and services currently allocated into a new estimate.
You can also do this for change order estimates to simply capture the changes.
What it does
When you click Pull from schedule, these things occur very quickly:
- Your schedule is scanned for services with hours allocated.
- Those services & hours allocated are then added to your estimate.
- The billing rate for each service is then determined by your get rate from setting in projects setup.
What you can do from here
You can make manual changes to the hours, services, or even rates. Know that any changes you make at this point will differ from how the schedule & project are set up.
Also, if you make changes, then billing time & materials will have the rates established in project setup, and not the rates in the estimate. Only billing fixed fees from the estimate will use what was in the estimate alone.
You can make adjustments and push back into the schedule. For more on this please review the Auto-assign [in-depth guide].
Printing/emailing [in-depth guide]
Budget & notifications [in-depth guide]