How to create an estimate and convert it into a project (Pro Plan)
One of the great features in ManagePlaces is the ability to create estimates that can be converted into working projects with tasks and assigned team members upon approval. You can do this in 4 simple steps.
Watch our short tutorial:
1. First create an estimate. To do this, click "Finances" > "Estimates" > "Add estimate".
2. The next screen is where we will create our estimate. Fill in your estimate's Name, select or add a Customer and build your estimate by adding tasks and items on each line. When your estimate is complete, click 'Add estimate'.
Note: Before you can add items (like materials or labour) into your estimate, you need to create and price them first. Here is a simple tutorial explaining how.
3. Once you are happy, you can approve the estimate by clicking "Estimate options" > "Authorise" . Click "I'm sure" in the pop-up to confirm. Your estimate is now approved and ready to be turned into a working project.
4. To turn your estimate into a project, first click on "Create project" and fill in your project's details including dates and team members.
Related Articles
How to create estimates/ budgets with and without a project (Pro Plan)
ManagePlaces lets you create estimates/ budgets in seconds. You can create your estimate/ budget before or after the project has been created. Here are instructions on how to do both methods. 1. Creating a budget after a project has been created ...How to create a project
Watch our short tutorial: Follow the steps to create your project: 1. Click on "Projects" in the menu bar on the top: Project bar 2. Click the blue "Add project" button: Add Project Button 3. A "New Project" window opens. You can start filling in the ...How to create dependencies between tasks
In ManagePlaces you can easily create a task dependency that is “Start after” (i.e. your new item will depend on the previous item). This is how it works: 1.1. Navigate to the gantt chart view ("Projects" > "Tasks" > "Gantt") Gantt view 1.2. You ...Review and export project finances (Pro Plan)
In ManagePlaces, you can easily review and download your project finances in the 'Expenditure Dashboard'. Watch our short tutorial or follow the steps below: 1. First navigate to your project "Projects"> select the relevant project in your ...How to add checklists to tasks
In ManagePlaces, you can ensure tasks are carried out consistently and according to best practice by adding checklists. This can be achieved in two easy steps. Here's how: Watch our short tutorial: Follow the steps below: 1. First create a new task ...