The Estimate View
The Estimate View window has 6 main sections:
With the Search Bar you can easily search through the Means Data to locate the lines that will make up your estimate.
Click here to learn more about the Search Bar.
This section of the Estimate View window displays the preferences that have been set for the estimate including:
Measurement System (English or Metric)
Only the fields that are not grayed-out can be modified on this area of the Estimate View window.
The Search Tree is located on the left side of the Estimate View window and is used for locating particular data lines.
Click here to learn more about the Search Tree.
The Cost Data section displays all of the information found in the Cost Book you selected for the estimate. If a Division has been highlighted in the Search Tree, then the data from that Division will be displayed in this area. If a Subdivision has been highlighted in the Search Tree, then this area will only display the data from that Subdivision. If more than 50 lines of data are available, then you will see a green arrow in the upper-right corner of the Cost Data section indicating, for example, "Lines 1-50 of 235". By clicking the green arrow, you will be able to view "Lines 51-100 of 235", and so on.
Click the links below to learn more.
Use the toolbar to perform the following actions:
Add/Remove Cost Lines
Insert Custom Cost Lines
Save the Estimate
The toolbar also contains the "Estimate Action" dropdown list with the following options:
Preview the Estimate
Generate a Report for the Estimate
Email the Estimate
Mark Subcontracted
Un-Mark Subcontracted
Export the Estimate to Excel
After selecting an option from the "Estimate Action" dropdown list, you must click the Go button in order to complete the selected action.
The Current Estimate is where you will accumulate cost lines from the Cost Data section, as well as enter data for your custom cost lines.
You'll have the following options available to you in the Current Estimate.
Specify/Edit the quantity (based on the unit of measure) for each Cost Line.
Related Topics: