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DESTINI ESTIMATOR

DESTINI ESTIMATOR

Your main resource for workflows and troubleshooting articles for Estimator

Basic Estimator Workflows

How the Update Cost Button Works in Estimator

Automatic Pricing Demo Video: How It Differs From Disconnected Workflow

How to Update Decimal Precision in Estimator

How to Close and Create a New Estimate Version

How to Copy an Estimate or Template

How To Check Out and Check in an Estimate (On-Prem Only)

How To add Columns in the Estimate View With the Column Chooser

How To Compare Estimates in Estimator application

How To See Who Made the Last Changes to a Line Item

How to Update a Cost Category That Is Tied to a Productivity Value

How To Use Advance Search/Filtering in Estimator

How To Add a New Unit of Measure to an Estimate

How To Edit Over-Line Totals

How To Search for a Specific Line Item in the Estimate View

How To Roll and Unroll Line Items

How To See the Sum of Selected Cells in the Estimate View

How To Delete a Template or Estimate

How To Use the ‘Set Escalation’ Feature

How To Reset Estimator Layout Views

How to Setup Layouts and Project View Data

Glossary of Terms

How to Merge Estimates

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2D Takeoff - Basic Workflows and Procore

Understanding the Visual Indicators in the Cost Information View (Civ) When Sketching

Essential 2D Takeoff Workflows With Automatic Pricing

2D Takeoff Shortcuts and Navigation Keys

How To Set a Custom Scale - Fixing the ‘Invalid Measurement Data’ Error

How To Copy Takeoff Only Between Estimates

How to Map a Portion of Takeoff Material

How to Remove/Unmap Takeoff From a Line Item

Improved Panning in 2D Takeoff Tab

How To Complete a Back Out in 2D Takeoff

How to Update Takeoff Type Before Sketching

How to Quickly Find a Page That Has Specific 2D Takeoff on It

How To Draw an Odd Shape With Curves in 2D Takeoff

How To Use Layers and Filters in 2D Takeoff

How to Hide Takeoff in Estimator

Troubleshooting: Uploading Line Items to Procore Failed

An Overview of Procore Integration in Estimator

Takeoff Summary - Tips and Tricks

Basic 2D Takeoff Process Demonstrations

How To Turn on the Legend in 2D Takeoff Drawings To Show the Takeoff on That Page

How To Change Model Coloring Modes in 2D Takeoff

Aggregating Formulaic Properties for 2D Takeoff

Imperial and Metric Features Overview

How To Embed a PDF into an Estimate

How To Escape the Sketching Command Without Keyboard Input

A List of File Types Used in Takeoff

How To Use the Measure Tool in 2D Takeoff

How To Start a Takeoff Using a Line Item

How To Start a Takeoff Using an Assembly

2D Takeoff Update Page Options

What Cost is Procore Financials Reading from DESTINI Estimator?

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Advanced 2D Takeoff & PDF Management

How to Map Multiple Takeoff Materials to an Assembly or Line Item

How To Import an OST 2D Takeoff Template Into Team Estimator

How to Apply Vectors in Takeoff

How To Use One Takeoff and Multiply It by the Number of Units

How to Export Quantity Takeoffs From Destini to Excel

How To Create a Linear Takeoff Item That Calculates Area

How To Remove a PDF From an Estimate That Has No Takeoff Tied to It

How to Update a New PDF Drawing and Keep My Existing Drawing

I Cannot See My Bookmarks in Estimator but They Are Shown in Bluebeam

Troubleshooting: ‘Error Loading PDF - Please Make Sure You Are Opening an Actual PDF'

How to Make a 2D Takeoff Palette Item Transparent

How To Add Takeoff Properties to the Takeoff Palette Items

How to Create a Takeoff Palette Item Without Loading a Drawing?

How to Import/Export Just Your Takeoff Palette Items

How To Fix Blurry 2D Takeoff

Improve Performance During 2D Takeoff

'Error Getting Data' When Loading a Procore Takeoff

Why the Takeoff Palette Says [Remove Cost] After Deleting a Line Item

How To Use Togal Takeoff

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3D Takeoff - BIM360

How To Navigate BIM360 Takeoff in Estimator

How to use whitelists in Estimator

BIM360 Error Codes

Estimator was unable to Open BIM360 Model

BIM360 Document Management User Interface

How to Map a BIM360 Takeoff to Multiple Line Items

How To Sort Your BIM360 Model Like the BIM360 Web Browser

Is the Grouping 'Is Mapped' Only Applicable to 3D Estimates?

How To See the Properties Information of a Selected Object in BIM360

Views for a BIM360 Model Not Showing In Estimator

How To Verify if a Line Item Is Mapped to a Takeoff Item in BIM360

Why a Revit Model Loaded in BIM360 Is Not Displayed Correctly in Estimator

What Autodesk Integration Works With Destini Estimator?

How To Expose the Name of a BIM360 Model That I Am Using

How To Add an Assembly To Similar Items in BIM360

How To Add Additional Takeoff to a Line Item That Was Mapped in BIM360

Cannot Open a BIM360 Model - WebGL Context Lost

Integrated 3D workflow using BIM360 Default Views

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Dashboards

Standard Dashboard - Overview

Standard Dashboard - System Breakdown

Standard Dashboard - Estimate Comparison

Standard Dashboard - Add Additional Fees

Standard Dashboard - Classification Sheet

How to use the Dashboard in Estimator

Advanced Dashboard Logic - How to use a SUMIFS Statement

Advanced Dashboard Logic - WBS Breakdown That Compares Two or More Estimates

Advanced Dashboard Logic - Taking Advantage of TRUE/FALSE WBS Properties

Advanced Dashboard Logic - Using INDIRECT function and References tab to prevent broken formulas

Error Synchronizing the Dashboard's Fees

Fix Error loading Dashboard Using Excel

Could Not Open Spreadsheet - Corrupt Workbook Stream

How to Hide/Unhide a Column in the Dashboard View

How to read a SUMIF formula

How To Repeat ‘Header’ Rows on Each Page of Your Printed Dashboard

How To Rename a Tab/Sheet in a Dashboard

How to Sum the Total Cost of a Cost Category in a Dashboard

Dashboard File Does Not Automatically Calculate Formulas Without a Refresh

How to Sum the Total Cost of a Cost Category for Specific Line Items in a Dashboard

Estimator Dashboard Calculation Mode

Alternates Dashboard Overview

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General Estimator User Tips

A Look at Search and Filtering in the Estimate View

Why the Estimate Name Differs From the Card

An Overview of the Estimate Tab Ribbon

How To Use the Cost Information View

How To Add Properties Fields to the Template Start Page in Estimator

An Overview of the Estimator Home Page

How to Expand/Collapse All of the Items Within the Estimate View

Change Default Formatting for a Formulaic WBS Properties To Display in ‘Normal Dollar’ Format

How To Handle Alternates (In Versions Prior to the Alternates Release)

How To Delete Estimates From My Recent View on the Homepage

An Overview of the Preferences Options

How To Add an Image to an Estimate

Restore Access To Grayed Out Template Estimates

How To Add or Modify Line Items or Assemblies

How To Search for an Estimate in Estimator

How to Configure an Estimate View to Easily Identify Zero-Cost Items

How To Use Highlight Rules

How to switch between Themes in Estimator

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Hosted-Specific Estimator Workflows

How to Publish a Database From Sandbox to Production

How Backups Are Handled in the Hosted Environment

How To Reset Your Password for the Remote Desktop Login

How to Access Your Local PC and Company Share Drives in Hosted Estimator

How To Use the File Explorer Tool in the Hosted Environment

What Information Is Needed to Transition to the Hosted Environment?

How to Access the Training Materials in the Hosted Environment

How To Maximize the Screen Tab in the Hosted Environment

How To Rearrange Views in the Hosted Environment

How To Import a Bacpac File to SQL Azure

What Are the Timeout Settings for the Hosted Environment?

How to Upload and Download Files via the Z Drive in the Hosted Environment

How to Access and Run Reports in Hosted Estimator

How to upload and download files to the Hosted Environment when using the Web Client

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Project Tab

How to Enter a Project Date in the Project Tab

How To Unlock the Project Tab

Spreadsheet Gear Error in the Project Tab: Invalid Defined Name

How To Add a Dropdown List in the Project View

‘SpreadsheetGear’ Error Linking Project Property to a Cell in the Project Tab

How To Use Project Properties To Drive Quantities in Estimate View

How to Export Project Tab Data and Retain Formulas and Mappings

Project View enhancements aim to improve search functionality and allow spreadsheet locking.

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Self Perform - Rates and Resources

Definition of Self Perform Columns in the Estimate View

An Overview of the Self Perform Features

How Perform and Specialty Contractor Works in Estimator

How To Use the Rate Table

Fees

How To Use Subtotals in the Fee Table

How To Use the Bond Fee

How to Apply Bond to a Bid Package

How To Use Custom Fees

Why Are My Fees Grayed Out?

An Overview of Fees and Indirect Workflows

How Negative Costs Are Affected by Escalations

How Negative Fees Are Distributed in Estimator

How Distributed Fees Work in Estimator

How Distributed Fees Work With Subtotals

How To Enter a Percentage Fee as a per Dollar Amount

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WBS Properties

WBS Property Is Crashing When Clicking in the Cell

Why New WBS Properties Are Not Showing Up in Estimator

How to Delete Values From WBS Properties

How To Get New WBS Properties in Your Estimate to Show up in the Column Chooser

An Overview of Sticky WBS Properties and How They Work

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Import / Export Workflows

How To Import an Excel Spreadsheet From Another System

How to Export or Import an Excel Spreadsheet Within Estimator

Estimator Crashes When Importing a Spreadsheet

Error: Unable to Export the Estimate

Formula and Quantity Topics

Outlining Changes to the Quantity and Formula Columns

What Are All the Excel Formulas That Work in Estimator

Why Are Zero Quantity Line Items Imported as One?

How to Bulk Modify Line Items in the Estimate View

How To Capture the Total Area of Ductwork With Multiple Dimensions

Forbidden Variables: Names to Avoid in your Quantity Formulas and WBS Properties

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Troubleshooting

How to Access the Log Files To Send To Support

Why Is Estimator Running Slower Than Usual?

Unable To Save Estimate: Troubleshooting

Crash on Opening an Estimate

A List of Pop up Message Boxes in Estimator and What They Mean

Why Estimates Are Duplicated in the Recent View

Error Selecting Cost Components in the Estimate

Excel Not Installed Error: How To Repair Excel for Import/Export Functions

Unable to Export Estimate to Excel Due to an Exception Error

Failed To Copy, Create or Version an Estimate

Mouse Pointer Inaccuracy Issue in Hosted

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