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 use the Project View
- Glossary of Terms
- How to Merge Estimates
- How to Setup Layouts and Project View Data
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 2D Takeoff File Types Used in Estimator
- 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?
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
3D Takeoff - BIM360
- How To Map 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/ACC 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
- A List of 3D Takeoff File Types Used in Estimator
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
Hosted-Specific Estimator Workflows
- How to Access and Run Reports in Hosted Estimator
- How to Access Your Local PC and Company Share Drives in Hosted Estimator
- How to upload and download files to the Hosted Environment when using the Web Client
- How to Access the Training Materials in the Hosted Environment
- How to Upload and Download Files via the Z Drive in the Hosted Environment
- What Are the Timeout Settings for the Hosted Environment?
- How To Import a Bacpac File to SQL Azure
- What Information Is Needed to Transition to the Hosted Environment?
- How To Reset Your Password for the Remote Desktop Login
- How To Use the File Explorer Tool in the Hosted Environment
- How To Maximize the Screen Tab in the Hosted Environment
- How to Publish a Database From Sandbox to Production
- How Backups Are Handled in the Hosted Environment
- How To Rearrange Views in the Hosted Environment
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
- How to search and re-order your Project Properties
Self Perform - Rates and Resources
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
- Understanding Negative Distributed Fees in Estimator
WBS Properties
- Why WBS Properties In an Estimate Do Not Match the Cost Database
- 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
- WBS Property Is Crashing When Clicking in the Cell
- How to change WBS Properties in Estimator
Import / Export Workflows
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
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
- Alternates Reset Notice - Overview