Creating a New Project
Learn how to create a new remodel estimate and project.
Video Length: 4 minutes, 0 seconds
Video Topics
01:20 - 1st Option - Copying the Template Spreadsheet & Renaming It
02:25- 2nd Option - Creating a New Project Folder for Each New Project
03:30 - Opening the Spreadsheet
02:25- 2nd Option - Creating a New Project Folder for Each New Project
03:30 - Opening the Spreadsheet
Video Transcript
For this tutorial we are going to assume that you have already downloaded the spreadsheet to your computer and already created a project template spreadsheet that you can use for creating new projects.
For this example, I have already created a template spreadsheet that I have pre-built with my company information, company logos and customized the remodeling database for my business. This way, I don’t have to recreate the wheel every time I start a new estimate or project.
There are two different options for starting a new project and they are both standard Microsoft Excel procedures for starting a new excel file or spreadsheet.
1st Option - Copying the Template Spreadsheet & Renaming It
So in this Example I have a folder called 2016 Estimates to help organize and manage the estimates and I have created in the 2016 calendar year.
I am going to copy the template file that I have created…You can use right click and click copy or you can use control + c and then paste it into the 2016 Estimates folder using the right click, paste or control + P.
I am then going to rename the file name to best describe or designate the project estimate which is typically by project address.
And that’s’ it, you have now created a new Remodel Cost Estimate file for your new project.
2nd Option - Creating a New Project Folder for Each Project
In this example I have the same 2016 estimates folder, but instead I am creating a new project folder for each project. Once I have created my new project folder I am going to copy my template spreadsheet and paste it or save it into my new project folder.
And that it! You have now created a new Remodel Cost Spreadsheet file and saved into a separate project folder.
I personally like the creating the new project folder option better, because you can store the remodel cost spreadsheet, but you can also store all of your project file such as project photos, drawings & contract documents all in one location.
Opening the Spreadsheet
Once you’ve created your new project file or folder you are going to simply open up the spreadsheet just like you would any other ordinary spreadsheet file on your computer.
For this example, I have already created a template spreadsheet that I have pre-built with my company information, company logos and customized the remodeling database for my business. This way, I don’t have to recreate the wheel every time I start a new estimate or project.
There are two different options for starting a new project and they are both standard Microsoft Excel procedures for starting a new excel file or spreadsheet.
- Copy the Template Remodel Estimate Spreadsheet file and rename it
- Create a new project folder for each project and save a separate Remodel Estimate Spreadsheet file for each project.
1st Option - Copying the Template Spreadsheet & Renaming It
So in this Example I have a folder called 2016 Estimates to help organize and manage the estimates and I have created in the 2016 calendar year.
I am going to copy the template file that I have created…You can use right click and click copy or you can use control + c and then paste it into the 2016 Estimates folder using the right click, paste or control + P.
I am then going to rename the file name to best describe or designate the project estimate which is typically by project address.
And that’s’ it, you have now created a new Remodel Cost Estimate file for your new project.
2nd Option - Creating a New Project Folder for Each Project
In this example I have the same 2016 estimates folder, but instead I am creating a new project folder for each project. Once I have created my new project folder I am going to copy my template spreadsheet and paste it or save it into my new project folder.
And that it! You have now created a new Remodel Cost Spreadsheet file and saved into a separate project folder.
I personally like the creating the new project folder option better, because you can store the remodel cost spreadsheet, but you can also store all of your project file such as project photos, drawings & contract documents all in one location.
Opening the Spreadsheet
Once you’ve created your new project file or folder you are going to simply open up the spreadsheet just like you would any other ordinary spreadsheet file on your computer.