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      Parameters in Estimates: How to Use Formulas for Automatic Calculations

      Parameters allow you to use formulas within your estimate to calculate quantities automatically — similar to how you’d use formulas in Excel.

      📌 Key Benefits
      Parameters are designed to make your estimating process simpler and more flexible — saving you time, reducing errors, and helping you adapt quickly when project details change.

      • Eliminate manual recalculations — update a single parameter and watch all linked estimate items adjust automatically.

      • Save valuable time by setting up common measurements once and reusing them across multiple items.

      • Boost accuracy with formulas that instantly reflect real-world changes in your project.

      • Simplify estimating by letting the system handle the math for you.

      • Stay adaptable on-site — quickly update room sizes or dimensions as field conditions change.

      Step 1: Locate Parameters in Your Project

      1. Navigate to your project’s Estimate page.

      2. In the upper-right corner, click the equal sign (=) icon to open the Parameters panel.

      3. Add your parameter labels (e.g., Living Room, Dining Room, Master Bedroom) and enter their square footage or other measurements.

      💡 Pro Tip for Estimators: Set up common room sizes or recurring dimensions at the start of each project to quickly reference them in your formulas.

      Screenshot 2025-08-20 at 10.34.33 AM

      Step 2: Apply Parameters in an Estimate Item

      1. Go to the category where you want to apply a parameter (e.g., Finishes).

      2. Select the item you want to calculate (e.g., Hardwood Flooring Materials).

      3. In the Quantity column, click the blue plus-equals (+=) icon.

      4. Build your formula using:

        • Basic math (+, −, ×, ÷)

        • Functions (e.g., SUM)

        • The parameter labels you set earlier

      Example: SUM(Living Room, Dining Room, Master Bedroom)

       

      Step 3: Review the Calculation

      1. After entering your formula, the system will automatically calculate the total (e.g., 990 square feet).

      2. Adjust any parameter values (e.g., change a room size), and the system will instantly update the quantity in your estimate.

      📌 Note for Builders: If a field measurement changes on-site, updating the parameter once will recalculate all linked estimate items automatically.