Enter
Plug Unit Rates:
Enter Items in List View:
To view or enter items into the bid in list view, point to “Current
Bid” in the Bid Breakdown window, then select “List”
under “View Type”, and pick “View Bid Lines”.
In the list view enter the Line Number, Description, Quantity, Unit
of Measure and Status.
To view or enter any other line under an item in the bid in list view,
point to the appropriate line in the Bid Breakdown window, then select
“List” under “View Type”.
Enter Plug
(Conceptual) Unit Rates:
To enter conceptual unit rates in any line in the bid, just enter the
Quantity, Unit of Measure and the Unit Cost or Total Cost. A plugged
unit rate is an all-inclusive parametric rate. These rates can be replaced
at anytime with a detailed bid or a quotation from a subcontractor.
You may also select plug rates from an historical library of rates saved
in a resource file. Click on “Estimate Select Plug Unit Rate”.
Enter General Costs:
General costs are rates that can be broken down further by cost type.
Unit rates can be entered directly for labor, equipment, job material,
permanent material and subcontracts.
Point just to the right of the appropriate line in the bid and “Right
Click”. You can enter unit rates for cost types individually or
all together by selecting “Combined”.
Enter a Detailed Bid:
Detailed estimates for any item are created by selecting resources,
entering quantities and then entering production rates.
Select Resources
from a Resource File:
You must ensure that the appropriate resource file is linked to the
bid. To view the resource file within the Enter Estimate form, click
on “Resources” under “Select View Type”. Point
to the appropriate resource type icon (labor, equipment, crews, material,
material assembly or subcontract). If you know the first letter of the
code point to the resource window and enter it. The cursor will go to
the resources starting with that letter. Enter the next letter and so
on until the resource is displayed. Click “Enter” to select
the resource. If you don’t know the code, click on the “Select
Category” icon, drill down and find the appropriate category.
Point to the resource and double click. If you select more than one
resource at a time you can highlight the resources and then point to
the line in the bid, drag and drop. |