Copy Project Estimates in Sage 100

By | January 23, 2009

Do you need to provide similar estimates for multiple projects and would love to have a feature that would allow you to copy estimate lines from existing projects and help you create new estimates? If yes Greytrix has a solution for you where we have extended Estimate Entry functionality by providing a copy feature which works as explained below…

The component adds a button labeled ‘Copy Estimate’ to the Estimate Entry screen as shown in the below screenshot. You just need to click on the ‘Copy Estimate’ button and a ‘Copy Estimate Detail’ screen will be displayed where you can select any existing project and all the Estimates lines for that project will be displayed in a grid for selection. You need to tick the checkboxes for selection of lines and click on the ‘Proceed’ button. Now all the selected lines will become a part of your new estimate and you can just make changes to the lines or use them as is. This way you can save a lot of time by avoiding the laborious task of repetitive data entry.

The selected estimate lines will get copied into the current project as shown in the below screenshot.

If you think you would benefit from this customization feel free to contact us at

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Greytrix is a one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix has some unique solutions of Sage 100 integration with Sage CRM, and along with Sage 100 Migration from Sage 50 US, Sage Intacct, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 100 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more details on Sage 100 Services, please contact us at We will be glad to assist you.