Field Link - Best Practice to Import Indirect Items from Estimating Link

This article gives you the best practice to ensure your indirect items are captured in Field Link to track your actual costs against your estimated costs.

In Estimating Link, an Indirect Item spreads the cost to individual items on your bid, thereby changing the cost of the items.  

Follow this best practice in Estimating Link to ensure your indirect items are brought over to Field Link to track those costs in the field:

1. In Estimating Link, make a copy of the project you want to send to Field Link.
2. In the copied project, un-post the indirect item.
3. Add a new item to the project with the contents of the indirect item.
4. Send the copied project to Field Link.

Your field staff will now be able to see the indirect item costs in Field Link and track their actual costs against them.

If you need additional assistance, please reach out to our support team by email at support@tcli.com or by phone at 800-448-0741.