Maintaining Cost Estimates for a Planning Group

The Cost Estimates tab on the Planning Group Summary lists cost estimates associated with the planning group. Any conceptual estimates created from the planning group will include the items and categories from associated cost estimates.

Each row includes an Actions button and displays information in these fields:

• Cost Estimate Name

• Cost Estimate Descr

• Budget Class

• Total Cost Estimate Items

• Improvement Type

• Work Type

• Grouping Code

To add one or more cost estimates to the planning group, click the Select Cost Estimates button. The system displays a modal window for selecting cost estimates. Click the rows for the cost estimates you want to add, and then click the Add to Planning Group button. The system closes the modal window and adds the selected cost estimates to the list.  

To remove a cost estimate association from the planning group, select Delete from the Actions menu on the cost estimate row. To reverse the deletion, click the Undo button.

To save your changes, click the Save button. The system displays a message to confirm that your changes were saved.

To view or change information included in a cost estimate, select Open from the Actions menu on the cost estimate row. The system takes you to the Cost Estimate Summary (see Maintaining a Cost Estimate).

Related topics:

Adding a Planning Group

Maintaining a Planning Group