InEight Platform project association

To create a job in Estimate, you must associate it to a project in Platform. Associating Platform projects lets you organize estimates directly from Platform’s Organizational Breakdown Structure (OBS). Your location assignment in the OBS determines the access you inherit and the visibility you have to other areas of the OBS. For more information about associating a job to Platform, see Job Creation.

Extracting Platform project master data directly into Estimate promotes data consistency and helps ensure that the data is being pulled from a single source of truth.

Platform project-specific master data is maintained in one place, and then flows directly into Estimate in the cloud. Certain project data such as location and forecast start and finish dates are maintained in Platform which helps to enforce data consistency and reduce duplicate entries.

The table below shows the fields maintained in Platform's Project details that integrate with the Estimate's Overview tab in Job Properties.

InEight Platform	InEight Estimate
Project ID	Project ID
Organization	Organization
Name	Project Name
Notes	Project Notes

The table below shows the fields maintained in Platform's Project details that integrate with Estimate's Cover Sheet tab in Job Properties.

InEight Platform	InEight Estimate
Address 1	Location
City	City
Country/Region	Country
State	State
Latitude	Latitude
Longitude	Longitude
Forecast start date	Forecast Start
Forecast finish date	Forecast Finish

In Estimate, the Project ID field is a hyperlink field. You can click the hyperlink to navigate directly to the project Details page in Platform.

Modifications made to any of the integrated fields in Platform automatically show in Estimate. For example, when you change the name of the project in Platform to show the year 2025 instead of 2023, the change reflects in the in the Job Properties Project Name field form in Estimate.

Job register grouped by Platform project

Grouping by organization lets you see projects batched in an organizational breakdown level, and lets you see a listing of projects in an organizational breakdown format and projects derived in Platform.

Manage Multiple Estimate Versions in the Job Register

An advantage to associating Estimate with Platform project data is the ability to manage multiple versions of estimates from one source project.

For example, if you have multiple addendums issued for the same project, you can maintain a version of the estimate for each addendum you’ve received.

Grouping estimates together using a common project means there is no need to structure and enforce a job coding schema in Estimate on the Job Code, tag fields, or user defined fields to identify and manage different versions of a project in the Job register.