My Estimate Tab
From the My Home, My Estimate, or My Cost Book Tabs, click on the New Estimate option.
A new estimate worksheet form will open within the My Estimate Tab.
The new estimate worksheet contains three sections:
Start by filling in the Estimate Header information. This section stores the name and location of the estimate within the application, as well as the name and the address of the client or project.
Only the Estimate Name and Folder Location fields are required here.
Next, fill in the Estimate Cost Data Preferences.
Select your Measuring System, English or Metric.
Select your Cost Book. Here you'll choose between the RSMeans Cost Books, and any Custom Cost Books you have access to.
Select your Labor Type, Union vs. Open Shop. See Labor Rates for more information.
Select the Masterformat with which you would like to view the data. (Only required when Unit Cost data type is selected.)
Select the desired Data Release.
Select the Localization. If National Average is selected, the Country, State, and City fields will be disabled.
Your default preferences can be set in the My Account tab under Preferences.
Every field in this section is required.
Complete this section by filling in your desired mark-up percentages for each of the following fields:
General Conditions
General Contractor's Overhead & Profit (G.C. O&P)
Architectural Fee
For more information on these markup categories, see the following topics:
It is not necessary to enter the "%" symbol in the form fields. The graphic below displays 5% markups for all three categories.
Click Next at the bottom of the form to continue to the Estimate View window, or click Cancel to return to the My Home Tab.
Related Topics:
Modifying Estimate Preferences