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.
The resources you add will carry over to projects that are created from this estimate.