Our last sum-of feature is a great way to easily create overages, and add those into a budget while maintaining you original estimate for clear visibility. Below is a quick flow most customers have found to easily present and loop in approved overages.
1. Create a New Estimate
2. Create Your New Estimate ("Overages")
3. Input the Overage Line Items
4. Don't Forget to Include Markup and Insurance
5. Export your Overage through the Bid Download Button
6. Create a New Estimate Phase
7. Create a New Estimate to Aggregate the Awarded Bid + Overages
Estimate Tag: "Awarded"
Estimate Type: "Sum Of" to Include Your Awarded Estimate and Overages
8. Now you'll see the new awarded fields, including the awarded bid, overages, and the new aggregate field to include both amounts.
