Build a budget

#1. Create the budget

Open the bid's Budget tab and click Create budget. Or go to Budgets, click New budget, pick the project and the type (usually Estimate), and click Create budget.

#2. Pick the takeoff

In the budget header, use Quantities from to choose the workspaces that feed this budget.

#3. Add assemblies

1. In Budget lines, click Add assembly.
2. Choose the type: Material, Labour, Equipment or Subcontract.
3. Choose From the library to start from a saved assembly, or Start blank.
4. Name it and set its Scope category.

#4. Link the quantity

In the assembly, set the Takeoff source: the file, the subject and which measurement to use (area, length, perimeter, volume or count). The quantity now follows the takeoff. Use Manual quantity for anything you did not measure.

#5. Price the parts

• Material: add components with unit, pack size, waste and price. Choose from library pulls in saved ones.
• Labour: add roles and price them by rate, hours or crew-days.
• Equipment: add items with a daily, weekly or monthly rate.
• Subcontract: list the inclusions and level the quotes. See Level subcontractor quotes.

#6. Set margins and tax

In the cost summary, set the margin for each type and the labour burden. Admins can change tax for the bid. Mark an assembly Alternate to price it without adding it to the total.

#7. Keep it in step with the takeoff

When someone changes the takeoff, open Budget actions > Sync takeoff quantities.

#8. Send it to the proposal

Click Send to proposal, pick the proposal (or create one) and confirm. Each assembly becomes one proposal line at its sell price.

#Let the agent help

• "Build a budget for the ACT ceilings from the takeoff, using our standard 2x2 assembly and a 4-person crew."
• "Fill the component prices from this supplier quote." (Attach the PDF.)
• "Which assemblies have no takeoff link?"

Lines the agent wrote are flagged. Budget actions > Review all walks you through them.

#Related

• Budgets
• Cost Library
• Request vendor pricing