Project Toolbar

Open Estimates & Resources:
Open or create new Estimate or Resource Files.

General Information:
Enter a description of the project, select the resource file to use and select the currency of the bid.

Resource Files:
Open the resource file the estimate is linked to, update or enter new resource rates.

Project Notes:
Create note pick lists and enter general notes about the project.

Enter Takeoffs:
Enter dimensions directly or digitize using an external tablet.

Enter Estimate:
Create the breakdown for the estimate, setup sections, enter items, enter up to 20 levels of activities, enter unit rates, select or enter resources, enter or modify production rates, copy from other bids, prorate quantities & productivity.

Margins:
Apply overhead, profit, insurance and bonding.

Schedules:
Enter schedules for payment items and cost break-downs.

Analysis:
Setup and generate cash flows.

Quotations:
Enter quotations for single items, resources or packages of items or resources.

Close Bid:
Compare and award quotations, modify resource rates and spread and unbalance unit prices within the bid.

Cut-Add:
Make last minute cut-add adjustments.

Bid Results:
Compare bid results.

Reports:
Select and generate a single or a package of reports.