How to add costs to items in your estimate

How to add costs to items in your estimate

You can enter costs manually by filling in quantity and unit price, or calculate the unit price using a detailed cost breakdown.

1. Enter quantity and unit price (basic)

Navigate to the estimate

Go to Sales, then open the estimate you want to edit.

Add cost data

1. For each line item, enter the quantity.
2. Enter the unit price.

Planyard will automatically calculate the total cost based on quantity × unit price.

Tip: This is the quickest way to add costs without using detailed breakdowns.

2. Use a cost breakdown to calculate unit price (advanced)

For more detailed estimating, you can break down the unit price into components. Planyard will then calculate the unit price based on those inputs.

Open the cost breakdown

Click the calculation symbol on the line item.

Add cost components

Enter items estimated quantity that would be needed for creating one unit of the item. The breakdown is done in four categories:

• Material
• Labor
• Machinery
• Subcontractor

Planyard totals these components to generate the unit price.

Tip: After entering your breakdown, you can apply markup and tax for accurate client pricing.

All changes are saved automatically and can be updated later.