Overview:

• The estimate review screen automatically computes when it is first launched and breaks down indicators for Estimate Totals, Biditem, Activity, Resource, and Quote System on respectively named tabs.
  • Items on the Estimate Totals tab show how the estimate is doing as a whole. Entries on each of the other tabs show a more detailed analysis of the estimate relative to their level.
• Potential problems will be highlighted in yellow.
• Review checks can be modified to fit specific needs. To modify Estimate Review checks:
  1. Navigate to Menu > Tools > Preferences > System Preferences.
  2. Click Estimate Review from the left-hand menu.
  3. Click Customize Estimate Review.
  4. For each tab, toggle checks on or off as desired.
  5. When finished, click Save And Close.
  • Note: The Estimate Review screen will need to be closed and reopened prior to changes taking effect.
• Clicking the 3 dot ellipsis beside any check within Estimate Review will display all items within that check category. If items need to be adjusted, click Create Checklist and Review Items within the resulting dialog box to jump to the estimate entry tree view and view each item listed within the category one-by-one, in order to easily rectify issues.

• A green down-arrow will be added to the toolbar when reviewing a checklist of review items. Click the arrow to view the next item in the list. Click the drop-down beside the arrow to jump to a specific item or clear the list.

Estimate Totals Tab:

The Estimate Totals tab lists dollar amounts for different segments of the estimate. The total manhours, escalation, and cost are also shown.

Biditem Tab:

The Biditem tab lists a number of important categories to review as well as the number of biditems, if any, within each category.

Activity Tab:

The Activity tab lists the total number of activities, activities whose total hours per shift are within certain ranges, activities that are not factorable, and other important categories.

Resources Tab:

The Resource tab lists important statistics on resource codes within an estimate. These include the total number of resource items with cost, the total number of items with no cost, rounding differences, and the number of non-additive resources.

Quote System Tab:

Quickly identify quote folders in the quote system with possible problems or errors.