5.

HOME
5.1

About the Home Page

The Home page is the entry point of the software and contains a list of all estimates in the system. To navigate
to the Home page, select the Home icon on the Home menu or the Home icon on the Quick Access Tool Bar.
The screen is divided into the navigation pane on the left, estimates in the middle and spotlight and
dashboards on the right side of the screen.

Navigation Pane

On the left side of the screen is the navigation pane. The navigation pane gives you quick access
to important functions for adding and deleting estimates, as well as an option to update estimates
with current pricing from your database. The estimate list organization can also be selected in the
View Estimates section on the bottom half of the pane. The estimates can be grouped by Bid
Status, Job Type and even by Client.
Estimate List
The middle section is a list of all estimates in the system. This list can be organized in many ways
and has an easy to navigate tree structure to help with the display. The groups can be selected in
the View Estimates section of the navigation pane.
Spotlight and Dashboards
The Spotlight section is a news area that will keep you updated about product information and
new releases, while also providing tips and company information. The dashboards give you a
quick visual graph of the number of estimates organized by job type and bid status.

5.2

Navigation Pane
On the left side of the Home page is the navigation pane which is displayed below. There are two
main sections: a Start a Task section with available functions and a View Estimates section to
display the estimate list in the desired organization.

Start a Task
This section contains the various functions for adding and deleting estimates.
Add New Estimate
This option is used to add a new estimate to the system. This will prompt you to input a code and a
description for the estimate, as well as contacts that will be assigned to this estimate.
Open Selected Estimate
This option opens the selected estimate and displays the estimate sheet.
Delete Selected Estimate
This option permanently removes the selected estimate from the system.
Update Estimates
This option allows you to update multiple estimates with current pricing from the database.
View Estimates
The estimate list can be viewed or organized in the following groups:
View All
This option views the estimates in sequential order by takeoff code.
View by Bid Status
This option views the estimates grouped by bid status.
View by Job Type
This option views the estimates grouped by job type.
View by Job Status
This option views the estimates grouped by job status.
View by Estimator
This option views the estimates grouped by the estimator that created the estimate.
View by Cost Index
This option views the estimates grouped by the selected cost index.
View by Project
This option views the estimates grouped by project code.
View by Client
This option views the estimates grouped by client.
View by Year
This option views the estimates grouped by the year of the bid date.

5.3 Estimate List

The estimates section of the Home page lists all of the estimates in the system. This list can be organized by Type,
Status and other groups, and has an easy to navigate tree structure to help with the display. The groups can be
selected in the View Estimates section of the navigation pane.

5.4

Spotlight and Dashboards

Spotlight and Dashboards
The Spotlight section is a news area that will keep you updated about product information and new
releases, while also providing tips and company information. The dashboards give you a quick visual
graph of the number of estimates by job type and bid status.

6. ESTIMATE
6.1

About the Estimate Page

The estimate page lists all items that are within the estimate. The screen is divided into the
navigation pane on the left, the estimate in the middle and the estimate summary and navigator
on the right side of the screen.

Navigation Pane
On the left side of the screen is the navigation pane. The navigation pane gives you quick
access to many estimate functions, as well as a View Items section that gives you quick
access to important functions for editing the estimate. The estimate items can be grouped in
many ways, including by division, sub-division or any sort type assigned to the estimate.
Estimate
The middle section is a list of all items in the estimate. This list can be organized in many
ways and has an easy to navigate tree structure to help with the display.
Estimate Summary
The estimate summary displays estimate cost information by cost type, as well as all markups
applied to the estimate. The navigator displays the drawing that is associated with the selected
item or assembly.

6.2

Navigation Pane

The navigation pane for the estimate page is displayed below. There are three main sections: a Start a
Task section for editing the items, a View Screen section to go to the estimate markups or bid day
summary and a View Items section to view the items by the desired grouping.

Start a Task
This section contains various functions for editing the estimate.
Close Estimate
This option closes the opened estimate and puts control back to the Home page.

Update Estimate Costs

This option allows you to update cost table items specific to the opened estimate.

Estimate Sort Types

This option allows you to add, delete and edit the estimate sort types.
Item Summary
This option gives you the ability to update multiple item costs at the same time.
Alternates
This option allows you to edit and assign alternates to selected items.
Setup
This option gives you access to the setup information for the estimate including job type, bid status and
competition data.
View Screen

This section allows you to select from the three available screen views.
Estimate Sheet
This option displays all items in the estimate.
Bid Day Summary
This option allows you select and compare sub-contractor quotes on bid day.
Markups
This option allows access to the cost and price level markups in the estimate.
View Items
This section allows you to view the estimate items grouped in various manners.
View All
This option displays all items in takeoff order.
View by Division
This option displays all items grouped by division.
View by Sub-Division
This option displays all items grouped by sub-division.
View by Alternates
This option displays all items grouped by alternate.
View by Sort Type
This option displays all items grouped by user-definable sort type.

6.3 Estimate Items

The estimate items section displays all items in the order they were selected from the database.

The items can be grouped in many ways by selecting an option in the View Items section of the

navigation pane.

The estimate can also be sorted by any column by clicking on the column heading.

6.4

Estimate Summay

The estimate summary pane is on the right side of the screen on the estimate sheet.

6.5

Bid Day Summary

To access the Bid Day Summary screen, select the option in the View Screen section of the

navigation pane. The Bid Day Summary screen is separated into two sections, the navigation
pane on the left and the bid day information on the right.

Navigation Pane
The navigation pane is separated into the Start a Task section and the View Screen section that allows

you to go back to the estimate sheet or markups screen.

Bid Day Summary

The bid day summary portion of the screen has three sections.

Bid Day Groups

The top is a listing of bid day groups. It defaults to the divisions setup in the database but can
be adjusted per sub-division.
Sub-Divisions
This section displays the sub-divisions assigned to the selected bid day group. It is also the
section where you will drop sub-contractors into to compare quotes.
Sub-Contractors
This is a listing of all sub-contractors within the system. The sub-contractors can be filtered by
code, zip, minority status and other criteria.

6.6

Markups
The markups are displayed by selecting the Markups option in the View Screen section
of the
navigation page.

Navigation Pane
The navigation pane is separated into the Start a Task section and the View Screen section that
allows

you to go back to the estimate sheet.

Markups
The markups section has two areas, total cost and total price. The total cost section allows you to
put in a percentage markup per cost type. The total price section allows you to put in markups,
margins, lump sums and calculate a bond.