SMART Estimator

Saving Estimates
  1. Overview of Saving Estimates

    Using the Enterprise Server, you and other estimators can securely store and manage project estimations in a centralised hub. In this document, we will outline all of the options you have available to save your estimates.

  2. Saving your Work

    While you’re working on a project, you can save your work at any stage, by pressing the Save button on the Quick Access toolbar (at the top of the window).

    Alternatively, from the File Menu, you can click on Save Tab to save your enterprise project, if you are working on a local project and it has not been saved yet, the File Explorer will open, allowing you to save it locally.

  3. Saving to the Enterprise Server

    While working on a modified estimation project, you can choose from the following saving options:


    Save As Options:

    • Save to Enterprise Server:

      Located in the Save As Tab, this option saves the project to the Enterprise Server. If your project is local, a new project will be created on the server. For existing Enterprise Server projects, a dialog will appear, giving you the choice to overwrite the current project or use the next available quote number.

    • Save Project:

      Found in the Save As Tab, selecting this option will save the project locally to your computer as a .mIT project file. Saving the project locally allows you to access and make changes to your estimates without access to the internet or an enterprise connection.

  4. Organising your Estimations

    To keep your estimations organised, your team may have pre-configured categories within the Enterprise Server project list. If categories are not yet set up, refer to the Creating Folders in Enterprise Server documentation for setup instructions.

    Once your Estimation Project is saved, you can organise it by clicking and dragging it into the appropriate category within the Enterprise Server.