How to create estimates/ budgets with and without a project (Pro Plan)

How to create estimates/ budgets with and without a project (Pro Plan)

ManagePlaces lets you create estimates/ budgets in seconds. You can create your estimate/ budget before or after the project has been created. Here are instructions on how to do both methods.


1. Creating a budget after a project has been created



1.1. First, navigate to your project "Projects" > select the project > "Finances" > "Overview".
Budget overview
1.2. Now hover over the red exclamation mark in the "Original Budget" column and click "Add estimated costs" estimated costs.
adding an estimate


1.3. This will bring up a new screen where you can build your budget/ estimate. Fill in your estimate's "Name", select or add a "Customer" (if you have one, otherwise simply leave blank) and build your estimate by adding tasks and items on each line. When your estimate is complete, click "Add estimate".

Note: Before you can add items (like materials or labour) into your estimate, you need to create and price them first. Here is a simple tutorial explaining how.


New estimate

2. Creating a budget before creating a project



2.1. First, go to "Finances" > "Estimates" > "Add estimate".
Add estimate

2.2. The next screen is where the new estimate can be created. Fill in a "Name", select or add a "Customer" (if you have one, otherwise simply leave blank) and build your estimate by adding tasks and items on each line. When your estimate is complete, click 'Add estimate'.
Note: Before you can add items (like materials or labour) into your estimate, you need to create and price them first. Here is a simple tutorial explaining how.

Add an estimate screen

2.3. Once you (or your client) are happy, you can approve the estimate by clicking on "Estimate options" > "Authorise" in the left-hand navigation. Click "I'm sure" in the pop-up to confirm. Your estimate is now approved and ready to be turned into a working project.
Authorise an estimate
Authorise estimate


2.4. Now we need to convert the estimate into a project. To do this, click "Create project" in the top left of the screen. Now fill in your project's details including dates and team members. Finally, click "Create project" at the bottom of the page, and that's it - your project is live. You will now see your project dashboard where you and your team can communicate, add documents, log KPIs, edit dates and tasks etc.
create a project

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