When an estimate is copied, it doesn't close the estimate; it remains open (in contrast to when an estimate is Versioned). This allows users to duplicate estimates for various purposes without affecting the original estimate.
By keeping the copied estimate open, users can make modifications or adjustments as needed, ensuring flexibility and convenience in managing estimates within the system.
NOTE: You can only duplicate one estimate at a time. If you have multiple versions of an estimate, the copying function will only replicate the specific estimate you choose, not the entire group.
Copying Via the Ellipse Menu
Copying an estimate or template can be done right in the Start View by clicking the ellipses button and selecting Copy Estimate.
NOTE: Estimate names must be unique. Therefor, you will be required to give the copied estimate a new name. You can come up with an entirely new name, or just add a suffix like 'V2' - it's up to you!