Estimating Link
Step-by-Step Usage Guides, Video Tutorials, and Technical Troubleshooting Instructions.
Getting Started
- Overview of Estimating Link
- Estimating Link Windows Operating System
- Disk Space & Workstation Requirements to run Estimating Link Software
- Connecting to Estimating Link for the first time
- New Install of Estimating Link
- Setup Options General
- Setup Preferences in Options
- How to Set Company Preferences Options in Estimating Link
- Settings so .cli Files will open in Estimating Link through Direct Click
Setup Guides
- Update Estimating Link to the newest version
- How to Clear Company Info/Update Company Name in Estimating Link
- How to Customize Proposal and Vendor Quotes
- Proposal Setup - Company Logo and Margin Settings
- How to Import and Export Libraries in Estimating Link
- Key Board Short Cuts
- Item Library Tree View
- Transfer Projects in Estimating Link
- Metric Setup
- Uninstall Estimating Link
- Share/Save/Backup Projects
- Adding Project Comments
- How can I find my Windows Username?
- Password a Project
- Logfiles, Project & Database Backups
- Administrator User Audit Log
- How to Restore a Deleted Project in Estimating Link
- How to Restore a Backup Project
- How to Make a Project Read-Only
- How to Add and Access a Custom Report
- Working in multiple databases in Estimating Link
- Colors of the Items in the Tree View Explained
- How to use Cost Codes in Estimating Link
Bid Sheet
- Bid Sheet Calculations Explained
- How to Import Items from another Project
- Adding Profit & Margin to your Bid
- How to Round your Bid
- Check Bid Feature
- Sections
- All About Alternates
- How to Add Changes Orders to a Project in Estimating Link
- How to Move Multiple Non-Bid Items to your Bid sheet
- Delete Multiple Items from the Bid Sheet
- Rename Item
- Reorder Bid Sheet Items
- Re-numbering Bid Items
- Manual Recalc
- Insert/Copy Project Comments
Item Sheet
- Item Sheet Calculations
- Copy & Import Item(s) Feature
- Adding Rates/Resources to Multiple Items
- How to Replace Resources (Rates) in Single Items and Multiple Items across your Project
- Indirect Item Explained
- How to Create & Use Combine Items
- Delete Multiple Non-Bid Items
- Multiple Pipes
- How to Automatically Scale Cost & Production when Takeoff Quantity changes on your Item Sheet
- How to place sub-items back into a primary bid item after removal
- Scale Cost
- Production Field Thumbtack
Rate Tables
Calculators and Tools
On-Premise Server Guides
- Estimating Link Multi-User Environment
- Estimating Link - Server Requirements
- How to Setup Estimating Link on a Local Server
- Estimating Link Server Configuration Tool
- Update Estimating Link on a Server
- Adding a New User & Connecting to Server
- Moving Estimating Link database from one SQL server to another SQL Server
- On-Premise Server Setup - Creating Multiple Databases
- Update Server Key Code
- Delete Server Key
- How to Manually Backup your Estimating Link Server Database
Accounting Interfaces
- Estimating Link - QuickBooks Integration Setup & Instructions
- Estimating Link - Foundation Interface Setup
- Setup Foundation for Estimating Link Budget Import
- Partner Webinar - Foundation
- Estimating Link - Viewpoint Interface Setup
- Estimating Link - Sage 300CRE Interface Setup
- Viewpoint-Spectrum Cloud Accounting Interface
- Estimating Link to Sage 100 Interface Setup and Tutorial
Spreadsheet Interfaces
Other Interfaces
- AASHTOWare Import/Export with Amendments
- AASHTOWare Import into Estimating Link Tutorial
- How to Add Alternates to your Bid Sheet after importing an EBS File
- iCX Direct Interface
- Estimating Link Setup for Field Link Interface
- Estimating Link - Microsoft Project Interface Setup
- Save & Open Projects from/to an Online Shared Drive
- How to Upgrade Estimating Link Version 2 to Version 3 (latest version)