NOTE
The legacy Estimates feature is hidden from the left navigation for accounts created after June 13, 2023 and any accounts created before then that had no legacy Estimates created. For a better estimating experience, we recommend estimating in the project workspace. You can create a project in the Estimate stage and leverage all our project management tools to create and fine-tune an estimate.
How to Create a New Scenario
- Click on Estimates in the left navigation.
- On the Estimates page, click on the name of the project estimate for which you’d like to add a new scenario.
- In the following Estimates Workbook page, click the Add Scenario button.
- A new Scenario (1-5) tab will be added to the estimate. You may have up to five project scenarios per estimate.
- Provide information that differentiates this scenario from the others. For instance, you can indicate how certain dates are more cost effective or may have inflated budgets depending on who’s available to work on the project, etc.
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