Creating a Profile from a Cost Estimate

A profile is a cost estimate that is identified as suitable for creating other cost estimates. When you create a profile, you share it with other users, enabling them to create new cost estimates based on the profile.

To create a profile, follow these steps:

1. Click the Cost Estimate link in the Estimation component, locate the estimate you want to use for the profile, and then select Create Profile from Estimate from the Actions menu on the estimate row.
   
   The system takes you to the Copy as Profile component.

2. Enter new values in the Profile Name and Profile Description fields.

3. When you are finished, click the Create button.
   
   The system creates a new profile based on the selected cost estimate, including all of its settings, calculations, and child records. The new profile displays on the Cost Estimate Summary component with the name and description you chose, and the Profile field set to Yes.

Related topics:

Managing Cost Estimates

Maintaining a Cost Estimate