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Estimation - Workflow

Follow the Estimation Workflow Guideline below to immediately get up and running with Costimator

Start Estimation Workflow

  • Click on “Estimation” in the left sidebar menu to begin the Estimation Workflow
  • Do this from anywhere in your app to enter the Estimation Workflow

Create New Estimate

  • Enter Estimate Name
  • Enter Estimate Description
  • Click button “Create New Estimate”

Open Existing Estimate

  • Open existing Estimate by clicking on any Estimate Name from the list
  • Estimates are sorted by Date (Latest first)

Estimate Options

  • Edit Estimate Details by clicking “Edit” Icon
  • Change Name
  • Change Description
  • Change Cost Index
  • Click on button “Update Value”
  • Duplicate Estimate by clicking “Duplicate” Icon
  • Enter “New Estimate Name”
  • Click on button “Duplicate Project”
  • Or click on “Cancel” to go back
  • Delete any Estimate by clicking “Delete” Icon
  • Click on “Delete” to delete
  • Click on “Keep Project” to go back

Add DSR Items to Estimate

  • Click on any DSR Item to add it to the Estimate
  • List of “Selected DSR Items” shown in Content Panel at Right
  • DSR Items in Right Content Panel are sorted and grouped by Sub-Head

Filter & Search Items

  • Filter Items by selecting Sub-Head
  • Click on “Select Sub-Head” at Top Right Corner
  • Toggles the Sub-Head Selection Menu
  • Select relevant Sub-Head to filter DSR Items
  • Search any DSR Item
  • Use Search Bar at top to search for any DSR Item
  • Type DSR Code, Description, Unit or Rate to search your desired item

Delete Items from Estimate

  • Click the selected DSR Item again to remove it from Estimate
  • Click on the “Delete” Icon in the Right Content panel to remove it
  • Click on main “Delete” Icon to remove all items from estimate

Click "Enter Quantities"

  • Click on button “Enter Quantities” to start entering item quantities

Enter DSR Item Quantities

  • Use the Quantity Input Field to enter Item Quantity
  • Amount for each item is automatically calculated
  • Grand Total is automatically calculated

Save Estimate

  • Use “Show/ Hide Full Description” toggle to easily view items
  • Click on “Add/ Delete Items” to go back to Add DSR Items to Estimate
  • Click on button “Save Estimate” to Save Estimate & View Analytics

Estimate Analytics Page

  • View Cost Breakup by Sub-Head by clicking “View Detailed Breakup” from its content panel
  • View Cost Breakup by Top Items by clicking “View Detailed Breakup” from its content panel
  • Click on button “Download (in Excel)” at bottom left to download Estimate in Excel
  • Click on “Cost Index” just above the “Create Justification” button to Update Cost Index
  • Click on “Cost Index” just above the “Create Justification” button to Update Cost Index
  • View Estimated Cost (including Cost Index) & Estimated Cost

Cost Breakup by Sub-Head

  • View Cost Breakup by Sub-Head
  • Sorted by Amount (Descending order)

Cost Breakup by Top Items

  • View Cost Breakup by Top Contributing Items
  • Sorted by Amount (Descending order)
  • See upto 20 top contributing items

Cost Index Update

  • Enter Cost Index Value
  • Click button “Update Value”
  • Estimated Cost (including Cost Index) is updated Automatically

Excel File Download

  • Download Estimate in Excel Format
  • Formatted with alignment, column widths, border, currency symbol, etc.

Sample - Excel File

  • View of Downloaded Excel File
  • Formatted with alignment, column widths, border, currency symbol, etc.
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