Skip to main content

Project Setup: Manage Estimate Uploads

Updated over 2 months ago

Video

Summary

  1. The Estimate Uploader in ConCntric allows you to easily edit any errors in your uploaded estimates. Simply upload your file and let ConCntric analyze it for quick adjustments. It’s a straightforward way to keep your estimates accurate.

  2. ConCntric gives you a summary of the errors encountered in the uploaded file. These are highlighted in red in the Original file and the ConCntric preview.

  3. In the Components dropdown, you can create new components that the platform did not match with the components you previously created in the project setup. You can also replace detected components with the created components.

  4. In the Formats dropdown, you can fix any errors by mapping new formats, or you can simply modify any errors directly on the preview.

  5. Make sure the Line Item Description in this field match the column header from which item descriptions are read in the uploaded estimate file.

  6. Once you are done with all the changes to your estimate upload, click on Publish, adjust the program if needed, and your estimate will be ready to be used throughout the platform.

Did this answer your question?