Estimates Header Toolbar
 Import Button Estimates can be imported from a properly formatted Excel spreadsheet. Two options are available: "Import Estimate" and "Import Estimates Detail". Estimate refers to the fields in the header of the record and Estimates Detail refers to the line items.
See Import Dialog for general information about importing records.
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 Generate Button Four types of records can be generated from Estimates: Budgets, Commitments, Procurements, and Budget Requests.
Generate Budgets
Click the dropdown arrow next to the icon and select "Budgets" from the list. The Generate Budgets dialog opens.
 PMWeb groups all of the lines in the Details tab of the estimate by Cost Code, sums them, and shows the results in the table in this dialog. Place a checkmark next to the lines you wish to include in the budget and then click the Generate button. A new record is created in the Cost Management module under Budgets. If you wish, you can select a different Cost Code, edit the Description, and add Notes to the table before generating. Note that in the example shown above the Generate button is not available to click. This is because, as the warning message states, a budget already exists for the project. That budget must be marked as Rejected, Withdrawn or must be deleted before another can be generated from an estimate.
Generate Commitments
Click the dropdown arrow next to the icon and select "Commitments" from the list. The Generate Commitments dialog opens.
 PMWeb groups all of the lines in the Details tab of the estimate by Company, sums them, and shows the results in the table in this dialog. Plave a checkmark next to the lines you wish to create commitments for and then click the Generate button. A new record is created for each selected line in the Cost Management module under Commitments. If you wish, you can select a different Company and Commitment Type, or edit the Description before generating. A warning icon will be displayed if a commitment has already been generated from the estimate for the selected company although you can click the Generate button and create another one if you wish.
Generate Procurements
Click the dropdown arrow next to the icon and select "Procurements" from the list. The Generate Procurements dialog opens.
 PMWeb groups all of the lines in the Details tab of the estimate by Bid Category, sums them, and shows the results in the table in this dialog. Place a checkmark next to the lines you wish to create procurement records for and then click the Generate button. A new record is created for each selected line in the Planning module under Procurement. If you wish, you can select a different Bid Category and edit the Description before generating. A warning icon will be displayed if a procurement record has already been generated from the estimate for the selected bid category although you can click the Generate button and create another one if you wish.
Generate Budget Requests
Click the dropdown arrow next to the icon and select "Budget Requests" from the list. The Generate Budget Requests dialog opens.
 All lines from the Details tab of the estimate that contain Cost Codes are displayed in the table in this dialog. If you check the "Combine Cost Codes" box at the top of the dialog PMWeb will group the lines by Cost Code and sum them. Place a checkmark next to the lines you wish to include in the budget request and then click the Generate button. A new record is created in the Cost Management module under Budget Requests. Each checked line in the dialog will correspond to a line in the budget request. If you wish, you can select a different Cost Code and edit the Description and Notes before generating.
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