Estimate in the cloud 26.1 release notes

This is a preview of the upcoming release. General release is available starting 02-MAR-2026.

Microsoft Excel quantity items integration

• Microsoft Excel integration with quantity takeoff — You can now use Excel as a new source to import quantity item takeoff data into Estimate. Using Excel allows you to easily import data from other data sets or sources and gives you the opportunity to setup your data before importing it. Read more

  In Estimate > Quantity Takeoff > Quantity Item Sources, select Quantity Item Sources. In the Quantity Item Sources Register, select Excel as the source to import data. In the Quantity Item Sources Register, the Source System column shows the source used to import quantity items and you can see the list of source files in the grid.

  

  You can select multiple files to import. The first sheet in each Excel file is used to import quantity items. You can have the Excel files open when importing the data allowing you to better manage the process.

  The mappings can be saved as a template in Settings to use for future imports. You can also save the template to your computer as a backup and share it with other users or use it in another Estimate environment. For more information about the process, see Quantity items.

Resource rate record default quantity feature

• Resource rate default quantity – The Use Cost Item Quantity as Default Quantity feature can now be selected for resource rate records. When you select resources in your estimate and the option is selected, the resource rate record inherits the cost item quantity. This feature saves time and helps prevent potential mistakes by having to manually re-enter quantities after employing resources. Read more

  In the Resource Rate Register, select the Use Cost Item Quantity as Default Quantity check box when you want the resource rate record to use the cost item quantity as its default quantity. You can use the feature for the following quantity driven resources:

  • Installed material

  • Installed equipment

  • Supplies

  • Unique

    

  Typically in the Resource Rate Register, quantities for resources are set to either zero or one and are employed with those quantities. Now when the Use Cost Item Quantity as Default Quantity check box selected and you employ resources with a quantity of one into a cost item with a quantity of ten, the newly employed resources inherit the cost item’s quantity of ten.

  The option is also available to select when creating or editing a resource rate record.