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 Add a Resource to a Scenario
- Click on Estimates in the left navigation.
- On the Estimates Workbook page, select the Scenario (1-5) tab for which you’d like to add resources.
- Click the Add Resource button to create a list of resource placeholders. A new line appears in the resources list.
- Fill out the desired fields for the new resource in the resources list.
WARNING
The resources you add will carry over to projects that are created from this estimate.