RedTeam Go - How to add and edit estimate templates?

Estimate templates decide which cost codes are added to a new project's bid worksheet. RedTeam Go comes with several templates for common types of construction, and you can add your own or change which cost codes a template includes.

You choose an estimate template when you create a new project. The template can't be changed after the project is created, so changes you make here apply only to projects you create afterward.

To manage estimate templates, you need the administrator role on your company contact profile.

Step 1: Click your name in the top right corner, then click Administration.

Step 2: In the left menu, click Cost Codes > Estimate Templates.

Step 1: Under Create New Estimate Template, type a name in Estimate Template Name and click Add.

Your new template is added to the Estimate Template list under Edit Existing Estimate Template. It has no cost codes yet. Follow the steps below to add them.

Step 1: Under Edit Existing Estimate Template, select the template in the Estimate Template list and click Update.

Step 2: Select the Division Set (16 or 48) that matches the cost codes you use. To go back, click Cancel.

Step 3: Under Select Cost Items, click a division's gray bar to expand it. To open every division at once, click EXPAND ALL DIVISIONS.

Step 4: To add a cost code to the template, click it under Items Not Selected for Construction Type. To remove one, click it under Items Selected for Construction Type. The cost code moves to the other column.

There is no Save button. Your changes are saved as soon as you click each cost code.

Under Edit Existing Estimate Template, select the template in the Estimate Template list and click Delete.

Note: The template is deleted as soon as you click Delete, without asking you to confirm. Check that the right template is selected first.