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Recalculate an estimate

Recalculation updates the prices of all line items linked to UPAs, applying current catalog prices and labor/equipment template factors.

When to recalculate​

  • After updating prices in the catalog.
  • After modifying tax or labor burden templates.
  • After linking new UPAs to line items.
  • After modifying lines inside a UPA.
  • Before generating a new baseline or exporting the final estimate.

How to recalculate​

  1. Open the estimate workspace.
  2. Click Recalculate in the Topbar.
  3. Wait for the async process to finish.
  4. Line item prices update on screen.

What changes and what doesn't​

Line item typeUpdated?
linked_upa — linked to a UPA✅ Yes
manual — manually entered price❌ No
override — UPA price overridden by user❌ No (override preserved)

Override mode​

If you manually modify the price of a line item linked to a UPA, the system switches it to override mode. Recalculation will not touch that price.

To reset to the UPA price: select the line item → Reset from UPA. Mode switches back to linked_upa.

tip

Recalculate at the end of a work session, not after every price change, to optimize time.