Mastering Estimate

Entry Techniques

Bill Hilton

2004 User’s Group Meetings

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 Overview

z Understanding and using the Single View,

Spreadsheet View, Tree View, and Quick Entry
screens.

z A review of the tools, options, tabs, and

screens available for estimate entry.

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 The Basic Cycle

z Bid item
z Activity
z Cost details
– Labor & equipment –
z From crews

z Individually

– Non crew details

z Materials
z Supplies
z Subcontractors

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 Bid Item , Activity C ode, C ost D etail

Bit Item #10

Concrete Side walk
8000 SF
$41,240

A ctiv ity #1 A ctivity #2

Base Rock Pour & Finish
8000 SF 8000 SF
$1,240 $40,000

Co st Detail #1 Co st Detail #2 Cost Detail #3 Co st Detail #1

2B RP G O1 8G T 4CO NC
100 Tn @ $10 8 Hr @ $20 8 Hr @ $10 8000 SF @ 5
$1,000 $160 $80 $40,000

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 Setup Bid Items

z Setup Bid Items On Setup Menu

z Import From Excel
z Create “On the fly”

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 Tree View Entry Screen

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 Single Entry Screen

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 Add the Floating Tree View

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 Spreadsheet View

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 Mastering Estimate Entry

z Activities “On the fly”

z Using Activity Codebook
z Fours ways to get “pop downs”
z Activity Sort Order
z Crew Entry & Crew Modify
– Labor & Equip not in crew
z “Non Crew Costs” Entry

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 Helpful Tools

z Notes & pasting notes from any

windows program
z Calculation Routines
z Quick Inquiry screens
z Additive vs. Non additive biditems,
and activities.
z Alternative methods

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 Copy Biditems/Activities

z Copy biditems, and/or activities within the

same bid.
z Copy from other bids.
z Copy single, or multiple items/activities.
z Adjust, specify, ore use the same quantities.
z Change the activity codes/descriptions…or not.

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 Copy Screen

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 Other Options

z Scan filters.
z Addons by percentage.
z Change productivity types.
z Other tools.

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 Quick Entry of Detail Items

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 Unit Cost Entry

Screen accessed by buttons

Screen accessed by menu

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 Holding Accounts

z Completely separate item designated as type

‘H’.
z Cost is included in total, spread to a selected
few Direct Items as a direct cost.
z Spread when bid is summarized.
z Viewed on the “Distribute Holding Accounts
report.

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 Final questions & discussion

z Billhilton@yahoo.com
z Evaluations
z Casino Money

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