Video
Summary
To upload a new estimate to a milestone, navigate to the estimate menu in your project, and select the appropriate milestone.
Upload the file as usual, and let the platform process it.
Start by clicking on the AI Assistant tool to search the uploaded file for the estimate details.
Once processed, you can use the available tools to show mapped cells only, or visualize the mapped data in the original uploaded file. You can even chat with the AI for more specific request, and use these tools to adjust any of the mapped fields.
Once you are done with your adjustments, click Process AI Sheet.
Finish the upload process by publishing the estimate and adjusting the program if needed.






