---
title: "Estimating + Project Tracker Integration in Ontraccr Boards (Use Case)"
url: "https://help.ontraccr.com/en/article/estimating-project-tracker-integration-in-ontraccr-boards-use-case"
language: "en"
last_updated: "2025-05-27T11:23:20.183Z"
---

# Estimating + Project Tracker Integration in Ontraccr Boards (Use Case)

## **📐 Estimating + Project Tracker Integration in Ontraccr Boards**  
 

### **Overview**

This powerful use case links your **Estimating Board** with your **Project Tracker Board** to create a seamless handoff once an estimate is completed and awarded. Estimates flow automatically from one board to the next through automation — eliminating double entry and improving workflow visibility.

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## 🎯 **Who Uses This**

-   **Estimating teams** tracking quotes and proposals
-   **Project managers** who take over once a bid is awarded
-   **Operations teams** needing visibility into project status post-estimate

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## 🔄 **Workflow Overview**

### 🔹 1. Track estimates on the **Estimating Board**

-   Use statuses like: **In Queue**, **In Progress**, **Needs Follow-Up**, **Submitted**
-   Each estimate is tracked as a card with relevant data (client, scope, value, etc.)

### 🔹 2. When ready, move the card to **“Send to Project Tracker”**

-   This status triggers an **automation** that:
    -   Removes the card from the Estimating Board
    -   Creates a new card on the Project Tracker Board with the same info

### 🔹 3. Manage awarded projects on the **Project Tracker Board**

-   Project teams continue tracking from there using custom statuses like:
    -   **Initiating**, **Planning**, **In Progress**, **Closed**

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## ⚙️ **Automation Setup (Behind the Scenes)**

To enable the seamless transfer:

1.  In **Workflow Settings** on the Estimating Board:
    -   Add a workflow: **“Create a card when project is created”** (or status-based)
2.  Map fields like:
    -   Project Name → Card Title
    -   Client Info → Linked Fields
    -   Estimate Value → Custom Fields
3.  Define which status triggers the transfer (e.g., “Send to Project Tracker”)

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## ✅ **Benefits of Integration**

-   **Clear handoff** between estimating and operations
-   **No manual duplication** of data
-   **Improved visibility** of project lifecycle from quote to completion
-   Allows you to **track wins/losses** and streamline downstream processes

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## 🧠 **Tips & Edge Cases**

-   Make sure each board uses **appropriate card designs** for its phase  
    (Estimating = quote fields, Project Tracker = milestone/project tracking fields)
-   You can optionally **filter estimates** by won/lost status before sending them forward
-   Use **Timeline View** in Project Tracker to visualize all active jobs