Summary
This tutorial covers how to generate an Estimate Report in BuilderPal from Site Office to review line items, estimated revenue, costs, markups, and profit before exporting in Excel, CSV, or PDF format.
Prerequisites
Relevant role such as Admin (GC), Team Finance Manager, Team Business Manager, or Team Project Manager
A project with an existing estimate
Steps
Open Site Office and select Estimate Report — From the left sidebar in your project, click Site Office. Scroll to the Reports section and click Estimate Report.
Export the Estimate Report — On the Estimate Report page, confirm the selected estimate, then click Excel Export, CSV Export, or PDF Export to generate and download the report in your chosen format.
Confirmation
You’ll know it worked when the estimate report downloads successfully in your chosen format (Excel, CSV, or PDF), displaying cost codes, descriptions, unit costs, quantities, builder costs, markups, estimated revenue, and estimated profit.
FAQ
Q: Where do I find the Estimate Report? A: Go to Site Office in the left sidebar, then click Estimate Report under the Reports section.
Q: What formats can I export the Estimate Report in? A: You can export it directly as Excel, CSV, or PDF from the Estimate Report page.
Q: How do I change which estimate the report uses? A: Click the CHANGE button next to the Selected Estimate on the Estimate Report page.
Q: Why does the report show “No records to display”? A: The selected estimate has no cost items added yet — add line items first.
Q: Can I lock the estimate before exporting the report? A: Yes — click the LOCK button on the Estimate Report page to finalize it.