Basic Sigma

Add your Company Logo to your reports

Sigma provides a straightforward way to add your company logo to your reports.  You can make this a default setting in your reports, and the logo will be shown in the upper right-hand corner of all reports. 1. Click on the Reports tab in the ... read more

Adjust the sales price with supplements/deductions

You can add as many supplements and deductions (adds and cuts) as you wish. A deduction is entered as a negative value. Once created, Supplements and deductions are shown in the bottom of the page Summary, the summarized supplements and ... read more

Checking Cost Prices

This guide will show you how to check costs in Sigma and make adjustments for fluctuating prices. This is easily done in the Resources tab in Sigma. With an estimate open, click on the Resources tab in the tool bar. Your estimate will be grouped read more

Printing Reports

Open the estimate you want to run a report on, click on Reports in the ribbon, and you’ll see the standard reports divided into 6 folders in the tool bar. Click on the drop-down arrow and choose the report you want to run and follow the prompts... read more

Start a New Estimate from a Template

1. Start Sigma. 2. Click New document… > New estimation based on template. 3. Choose the template you want to use and click Next. 4. Enter the name of your project in the text box next to the Name. 5. Enter your name in the text box next to ... read more

Creating your Work Breakdown Structure

Sigma Estimates is based on a hierarchal structure, and this is shown in the Work Breakdown Structure. At the top of the structure is the title of the estimate (job name). The next level consists of the Headings, and defines the basic work ... read more

Adding Resources

Click on the component in the Work Breakdown Structure that you want to add a resources to. 1. In the Estimate Pages, click the tab to open the Content Page. 2. Click in the first empty line in the Text column (the prompt will read “Enter here ... read more

Setting Automatic Markup: Overhead

The Automatic Markup dialogue box has three tabs: Overhead, Profit and Discounts. The Overhead percentages are adjusted per the steps below. 1. Click on the Summary tab. 2. In the Quick Access Toolbar click on Automatic Markup. 3. Click on ... read more

Setting Automatic Markup: Profit

The Automatic Markup dialogue box has three tabs: Overhead, Profit and Discounts. The Profit percentages are adjusted per the steps below. 1. Click on the Summary tab. 2. In the Quick Access Toolbar click on Automatic Markup. 3. Click on Profit. read more

Recover an Earlier Version of a Sigma Estimate

If you would like to recover an earlier version of a Sigma estimate (i.e. you forgot to save it or deleted the version by mistake) follow these steps. 1. Open the latest saved version of the estimate. 2. Click on File> Info. 3. Choose the ... read more

Missing Something?

We are constantly working on developing our archive of guides and videos, so you get the best help and support. If you need additional guides, feel free to contact us,  so that we can get you what you need.

Call us on +1-877-65-SIGMA
Call us on +1-877-65-SIGMA