👉 Learn more about How to Create and Add Estimate Items in Buildern
Create a Group
Groups typically represent major project phases such as Site Preparation, Foundation, or Finishing. They act as containers for estimate items.
When creating a group, configure the following:
Basic Information
Name – The name of the group (e.g., Foundation, Framing)
Parent group (optional) – Assign the group under another group to create a hierarchy (this is how you create a subgroup)
Description – Additional details about the work included
Status
Status – Indicates the progress of the group (e.g., Incomplete, Complete)
Calculation & Visibility
Calculate in total – Include all items in this group in the total estimate cost
Visible in proposal – Show or hide the group in the client proposal
Show amount in proposal as – Control how the group total is displayed
Update Child Items
Update child items – Apply changes made in the group to all items inside it
Up next, we’ll explore another feature that complements this workflow.
Happy Building!