Estimating
Use the Estimate area to build estimates by adding pay and indirect items from the Item Databases.
After your Resources and Item Databases have been configured to your satisfaction, you are ready to begin creating estimates.
The Estimate area in B2W Estimate is likely to be where you will spend the majority of your time. This is where estimates are built, largely by adding pay items and indirect items that are stored in the Item Databases area.
In addition to the eight main estimating tabs that are described below, each estimate also contains the Subcontractor Management and Vendor Management modules.
The eight main estimating tabs are:
- The Estimate Information tab
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The Estimate Information tab serves as a "cover page" for your estimate. It contains job specific information such as bid date, minority goals, and job site location. Much of the information on this tab will print in the header of many B2W Estimate reports.
- The Item Listing tab
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The Item Listing tab is a customizable spreadsheet-style view of all of the pay items and indirect items in your estimate. Here, you can add items to the estimate, choose cost methods, and enter item quantities. You can also enter plug costs and assign prices to items. In an extremely simple estimate, you could do everything on this one tab.
- The Estimate Detail tab
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The Estimate Detail tab is where all the detailed costing for your estimate is performed. It is here that you can add detailed cost structures to your pay items, and configure those structures to meet your estimate's requirements.
- The Bid Pricing Strategy tab
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The Bid Pricing Strategy tab is where you configure an estimate's bond table, overhead and profit settings, bid level taxes, and indirect cost settings. Adds/Cuts are also created and configured on this tab.
- The Distribution Strategy tab
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The Distribution Strategy tab allows you to select the way that your Indirect, Bond, Overhead, and Profit amounts will be distributed, and to which pay items.
- The Item Pricing tab
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The Item Pricing tab is where you will perform distributions and finalize prices for your pay items.
- The Summary tab
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The Summary tab is where you will find an on-screen overview of your estimate. The information on the Summary tab can be filtered by work type to provide you a work type specific cost and price summary.
- The Bid Form tab
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The Bid Form tab is where you configure your desired method of sending bid forms to the customers for your current estimate.
