An Estimate document is usually created before ir in the earliest stages of a project. Estimate documents with attached Excel files are usually attached to Bid document. If and when the Bid leads to a Project Setup, the Estimate document is automatically included in the project. Once part of a project, the Estimate’s attached spreadsheet can be used when importing data for the Initial Budget.
Note: If it is more convenient for your workflow, you can attach estimate files directly to your Bid document, bypassing the Estimate document.