Information Toolbar

Step 1:
Install the Software

You can install the software directly from a CD or by downloading the software over the Internet. If you download over the Internet you must unzip the downloaded file, then open the “setup” folder and double click on the file called “Setup.exe”. If you are installing a newer version of the software you must uninstall the previous version first.

Step 2:
Open the Application

When the software is installed the Cost Estimate icon will automatically be installed on your desktop and a menu selection will automatically be added to the “Start Programs” menu.

Step 3:
Open or Create
Estimate File

When you open the software the “Open Estimates & Resources” form will open automatically. You can either open an existing estimate file or create a new one. To open or create an estimate file, click on the “View Estimates” icon. To open an existing estimate drill down to the correct directory displayed in the left window and double click on the estimate file in the right window. To create a new estimate click on the “Create New” icon. Enter the file name and click “Save”. You will be prompted to enter a bid number and name. You will then be prompted to select a Resource File to link the estimate to. If you have not setup a resource file yet or you do not have a sample resource file click “Cancel” to move on.

Step 4:
Open or Create
Resource File

To open or create a resource file, within the “Open Estimates & Resources” form click on the “View Resources” icon. To open an existing resource file, drill down to the correct directory displayed in the left window and double click on the estimate file in the right window. To create a new resource file, click on the “Create New” icon. Enter the file name and click “Save”.

Step 5:
Enter General Information

Click on the General Information Icon to enter general information about the project. Fill in the form and enter Dates by selecting from the dropdown calendars. Select the Currency for the project. If a resource file was not selected in step 3, point to the “Select Resource File” icon in the right window. Resource files can have more than one Zone for each cost type that can be selected. Click on Client or Engineer to enter names and addresses. Click on the Phone icon to access the Phone Book to retrieve names and addresses.