How to Create a New Project:

1. From the home page Click “+ New Project”

2. Fill out required fields marked with an asterisk

3. Assign yourself or a another user to be Lead Estimator

4. Select the default database you want to use. Once in takeoff or estimation you will still be able to bring in data from other databases. Select the one that you will use most commonly.

5. If relevant, change measurement system, USD, date format.

6. Click “Submit”