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How do I use the Estimate Schedule tool in Buildxact?
How do I use the Estimate Schedule tool in Buildxact?

Learn how to 'rough in' a schedule at the estimating stage.

Kalya Ryan avatar
Written by Kalya Ryan
Updated over a week ago

It is possible to create a schedule during your estimating phase. This functionality was created to help users 'rough in' a schedule to establish a projected timeline for the build without having to create a job.

Consider your estimate schedule as a first draft for your job schedule.

Any information included in the estimate schedule will flow through into a job schedule as soon as the job is created from the estimate. Once a job has been created, the estimate schedule is locked as 'read only'.

Create an estimate schedule from Estimate Costings

From Estimate Costings, within your Estimate, click on a category that you'd like to include in the estimate schedule and click on the 'T' button (shown below). This line item will appear as a task in the schedule. Each line item you select in estimate costings will correspond to a task in the schedule.

When you click on the Schedule tab (1) you will see your line item (2) under Tasks.

Create an estimate schedule from scratch

You can create a schedule from scratch by clicking on the Schedule tab (1) and clicking on '+Add category' (2).

Creating categories and tasks in your estimate schedule

Adding a category

When you click on +Add category, the following pop up will appear:

This is where you can:

  1. Name your category.

  2. Set a start date.

  3. Set an end date.

  4. Select a color to code your categories and tasks.
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  5. Set the duration. This will populated automatically if you have filled out start and end dates.

  6. Click 'Save'.

Adding a task

To add a task to a category, select the '+' button highlighted below.

Clicking on the three vertical dots, to the right of the + button, brings up a small menu allowing you to edit the category, add a category above or below, duplicate categories or delete the category.

Tasks work the same as for categories, you can name your task, add a start and end date, attach a color, provide the duration of the task and click Save.

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