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How To Modify Existing or Add a New Estimate Profile

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TitleHow To Modify Existing or Add a New Estimate Profile
SummaryHow to modify existing or add a new estimate profile in Mitchell Cloud Estimating
ObjectiveHow to modify existing or add a new estimate profile in Mitchell Cloud Estimating
EnvironmentMitchell Cloud Estimating
Procedure
  1. Sign In to the Mitchell Connect website using an existing Username and Password.
  2. Click Settings (gear icon bottom left).
  3. Click Estimate Profiles.
  4. To modify an existing profile:
    1. Locate the profile from the list and click it.  This opens the profile in read-only mode.
    2. To modify the profile click Edit in the upper right.
    3. Enter the desired information for the available tabs on the left.  Tabs include General, Labor/tax Rules, Calculations, Adjustments, Messages and Remarks, Print Preferences, Parts.
    4. When finished, click Save in the upper right.   To abort the changes click Cancel.
  5. To create a new profile:
    1. Click +Estimate Profile in the upper right.
    2. Enter the desired information for the available tabs on the left.  Tabs include General, Labor/tax Rules, Calculations, Adjustments, Messages and Remarks, Print Preferences, Parts.
    3. When finished, click Save in the upper right.   To abort the changes click Cancel.
  6. To import a profile from UltraMate, click the Import link to the left of the +Estimate Profile button.  Follow the onscreen directions.
  7. To set a profile as the default profile, click the vertical ellipsis on the right side under Actions and select Make Default.
Additional NotesThis information can also be found in the Welcome to Mitchell Connect and Mitchell Estimating online guide.
https://www.mymitchell.com/tchs/helpfiles/RCW/1033/index.htm#cshid=23100.htm or by clicking the Help link in the lower left corner while signed in.
URL NameHow-To-Modify-Existing-or-Add-a-New-Estimate-Profile

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